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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-27 |
| IN | RA | APPROVED | 2026-02-04 |
| PA | RA | APPROVED | 2025-09-02 |
| KY | RA | APPROVED | 2025-07-22 |
| VA | RA | APPROVED | 2024-05-17 |
| NC | RA | APPROVED | 2023-05-23 |
| NY | RA | APPROVED | 2023-05-05 |
| CT | RA | APPROVED | 2023-02-13 |
| OH | RA | APPROVED | 2021-12-13 |
| SC | RA | APPROVED | 2021-09-27 |
| CA | RA | APPROVED | 2021-04-29 |
| NM | RA | APPROVED | 2020-12-02 |
| FL | RA | APPROVED | 2019-12-06 |
| TX | RA | APPROVED_RES | 2018-11-01 |
| MS | RA | APPROVED | 2018-08-24 |
| AZ | RA | APPROVED | 2012-02-06 |
| GA | RA | APPROVED | 2010-09-20 |
| AL | RA | APPROVED | 2001-04-27 |
Branch Locations
1110 Montlimar Drive Suite 420, Mobile, AL 36609 • United States
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 |
|---|---|---|---|---|
| The Guardian Life Insurance Company | Mobile | AL | 09/1993 | Present |
| Park Avenue Securities Llc | Mobile | AL | 05/1999 | Present |
1. Insurance other than Guardian-Insurance placed outside of Guardian, Start: 09/01/1995, Address: 3213 Executive Park Circle Mobile, AL 36606, 2 bus hrs per month, Investment related, 2. JZ INVESTMENTS - REAL ESTATE LLC-LLC formed to hold real estate / rental properties,. Start: 08/29/2014, Address; 4302 The Cedars Ave Mobile, AL 36608, 1 non bus hr per month, Investment related, 3. Power of Attorney-Power of Attorney for my parents, Start: 07/27/2020, Address: 4302 The Cedars Ave, Mobile, AL 36608, 1 total hour per month 0 during securities trading hours, Not Investment related, No compensation, 4) Finance Committee, St Mary Parish-Volunteer committee member, Start: 11/01/2022, Address: 1453 Old Shell Rd Mobile, AL 36604, 3 total hour per month; 1 during securities trading hours, Not Investment related, No compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-27 |
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