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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-11-10 |
| SC | RA | APPROVED | 2009-02-25 |
| NC | RA | APPROVED | 2009-02-19 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Charlotte | NC | 09/2008 | Present |
| Guardian Life Ins Co Of America | Charlotte | NC | 08/2008 | Present |
1. Trustee - Lawrence Cameron Orr Joint Life Insurance Trust, Start: 01/01/2012, Address: 3250 Wood Valley Road Atlanta, GA 30327, 1 non bus hr per month, Investment related, 2. Insurance appointment with various companies other than Guardian-appointed as an agent with other companies so that I can provide their products in cases where clients request them, Start: 02/01/2012, Address:6115 Park South Drive, Suite 200 Charlotte, NC 28210, 2 bus hrs per month, Investment related, 3) Deacon - Westminster Presbyterian Church, Start: 03/01/2022, Address: 101 Colville Rd, Charlotte, NC 28207, 5-10 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-27 |
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