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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-02-25 |
| KY | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
| UT | RA | APPROVED | 2024-07-15 |
| DC | RA | APPROVED | 2022-06-21 |
| MD | RA | APPROVED | 2022-03-24 |
| VA | RA | APPROVED | 2022-02-09 |
| NY | RA | APPROVED | 2021-04-16 |
| CO | RA | APPROVED | 2021-03-01 |
| AZ | RA | APPROVED | 2018-06-14 |
| NM | RA | APPROVED | 2018-02-02 |
| SC | RA | APPROVED | 2017-02-03 |
| NC | RA | APPROVED | 2014-10-24 |
| CA | RA | APPROVED | 2013-01-24 |
| NJ | RA | APPROVED | 2012-10-26 |
| IL | RA | APPROVED | 2011-12-08 |
| CT | RA | APPROVED | 2011-10-25 |
| FL | RA | APPROVED | 2011-04-28 |
| GA | RA | APPROVED | 2006-06-26 |
Branch Locations
5600 Glenridge Dr. Suite 600 East, Atlanta, GA 30342 • United States
1129 Lake Oconee Parkway Suite 106, Eatonton, GA 31024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Company | New York | NY | 12/1992 | 04/2024 |
| Park Avenue Securities Llc | New York | NY | 05/1999 | 04/2024 |
| Guardian Life Insurance Company | Eatonton | GA | 02/2024 | Present |
| Park Avenue Securities | Eatonton | GA | 02/2024 | Present |
| Park Avenue Securities | Atlanta | GA | 12/2025 | Present |
| Guardian Life Insurance Company | Atlanta | GA | 12/2025 | Present |
1. PPC Wealth Management, Inc.-Operating company for all my compensation & expenses related to this career only, Start: 01/01/2000, Address: 5040 Roswell Road, Atlanta, GA 30342, Hrs per month - tot/bus: 175/140, Not investment Related, 2. Other Insurance-Sell insurance products not offered by Guardian, Start: 03/09/2020, Address: 5040 Roswell Road, Atlanta, GA 30342, 1 bus hr per month, Investment related, 3. Committee Member for the Trustee Removal/Incapacity Committee, Start Date: 4/30/2024, Address: 5255 N. Edgewood Dr., Ste.300, Provo, UT 84604, 0 total hours per month; 0 during securities trading hours, Not investment Related, No Annual Compensation, 4. RKD Oconee, LLC, Start Date: 12/1/2025, Nature: Purchase a commercial office building which will lease space to operating entity of PPC Wealth Management Group, Address: 1129 Lake Oconee Pkwy, Ste. 106, Eatonton, GA 31024, Duties: Owner, 2 total hours per month; 2 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-05 |
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