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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-28 |
| AZ | RA | APPROVED | 2025-07-29 |
| GA | RA | APPROVED | 2025-06-17 |
| OH | RA | APPROVED | 2025-05-19 |
| AR | RA | APPROVED | 2025-05-18 |
| MD | RA | APPROVED | 2025-05-18 |
| NY | RA | APPROVED | 2025-05-18 |
| NC | RA | APPROVED | 2025-05-18 |
| SC | RA | APPROVED | 2025-05-18 |
| VA | RA | APPROVED | 2025-05-18 |
Branch Locations
1050 Crown Pointe Pkwy Ste 500, Atlanta, GA 30338 • United States
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | New York | NY | 09/1992 | 05/2025 |
| Park Avenue Securities Llc | New York | NY | 05/1999 | 05/2025 |
| Bull Harbor Capital | Bethesda | MD | 05/2025 | Present |
1. San Blas Investments, LLC-Own beach front property, Start: 02/28/2005, Address: Jubilation Cape San Blas, Florida, 0 total hours per month, Investment related, No Annual Compensation, 2. Modern Tax Strategies LLC.- entity pass-through to run income and expenses through for tax efficiency and reporting ONLY, Start: 01/31/2023, Address: 3362 Breton Circle NE Brookhaven, GA 30319, 2 total hours per month; 2 during securities trading hours, Not investment Related, No annual compensation, 3. Kerith Ravine, LLC-his LLC will hold timber and hunting property only, Start: 01/01/2023, Address: 4700 Zenith Mill Rd, Fort Valley GA 31030, 3 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 4. Booger Bottom Outfitters, LLC-Business will sell and provide hunting outfitter services to the public with a very strict vetting process, Start: 02/15/2023, Address: NA 5 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% of annual compensation, 5. C Legs- mentor to college students during their summer internships, Start: 05/15/2008, Address: NA 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 6. Executor of Father's Estate, Start: 12/25/2023, Address: 3362 Breton Circle NE Atlanta, GA 30319, .5 total hours per month; 0 during securities trading hours, Investment related, No Annual compensation, 7. Fort Valley Equipment Rental LLC, Start: 12/02/2024, Address: 3362 Breton Circle NE Atlanta, GA 30319, 1 total hour per month; 0 during securities trading hours, Not Investment related, Less than 10% Annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-21 |
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