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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-05-29 |
| TX | RA | APPROVED_RES | 2022-04-11 |
| CA | RA | APPROVED | 2022-03-30 |
| WI | RA | APPROVED | 2022-03-15 |
| FL | RA | APPROVED | 2022-01-25 |
| MO | RA | APPROVED | 2021-06-15 |
| AZ | RA | APPROVED | 2016-01-11 |
| MN | RA | APPROVED | 2014-07-09 |
Branch Locations
10900 Wayzata Boulevard Suite 730, Minnetonka, MN 55305 • United States
Edina, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Minneapolis | MN | 02/2014 | 01/2024 |
| Park Avenue Securities Llc | Minneapolis | MN | 02/2014 | 01/2024 |
| Guardian Life Insurance Company | Minnetonka | MN | 01/2024 | Present |
| Park Avenue Securities | Minnetonka | MN | 01/2024 | Present |
| Guardian Life Insurance Company | Edina | MN | 06/2024 | Present |
| Park Avenue Securities | Edina | MN | 06/2024 | Present |
1) Insurance other than Guardian-I sell products outside of the Guardian when appropriate for my clients, Start: 02/15/2014, Address: 920 Second Ave Ste 1100 Minneapolis, MN 55402, 10 bus hrs per month, Investment related, >10% annual compensation, 2) Braemar Golf Association-Board Member, Start Date: 10/2/2024, Address: 6364 John Harris Dr, Edina, MN 55439, 2 total hours per month; 2 during securities trading hours, Not Investment Related, No Annual Compensation, 3) Minneapolis Jewish Cemetery-Board Member, Start Date: 08/20/2025, Address: 7032 Penn Ave S Richfield, MN 55423, 1 total hour per month; 1 during securities trading hours, Not Investment Related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-11 |
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