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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-06 |
| VA | RA | APPROVED | 2025-01-14 |
| AR | RA | APPROVED | 2024-03-01 |
| MI | RA | APPROVED | 2024-01-19 |
| OK | RA | APPROVED | 2023-08-17 |
| NV | RA | APPROVED | 2023-06-29 |
| CA | RA | APPROVED | 2021-10-07 |
| NY | RA | APPROVED | 2021-04-16 |
| AZ | RA | APPROVED | 2021-01-29 |
| WI | RA | APPROVED | 2020-02-28 |
| TX | RA | APPROVED_RES | 2010-08-30 |
| SC | RA | APPROVED | 2006-07-11 |
| FL | RA | APPROVED | 2006-07-10 |
| NC | RA | APPROVED | 2006-07-10 |
| GA | RA | APPROVED | 2006-06-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peachtree Planning Corporation | Augusta | GA | 10/1992 | Present |
| The Guardian Life Insurance Company | Augusta | GA | 01/1993 | Present |
| Park Avenue Securities Llc | Augusta | GA | 05/1999 | Present |
1. Selling of other Insurance-Sell insurance other than Guardian products. , Start: 03/01/2005, Address: 3 George C Wilson Ct Augusta, GA 30909, 1 bus hr per month, Investment related, 2. JTM Real Estate Holdings, LLC-Single member owns building, Start: 11/06/2020, Address: 3 George C Wilson Ct Augusta, GA 30909, 0 total hours per month, Investment related, No annual compensation, 3. Ash Brokerage-Insurance outside of Guardian, Start: 7/21/2025, Address: 3 George C Wilson Ct Augusta, GA 30909, 1 total hour per month; 1 during securities trading hours, Investment related, <10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-05 |
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