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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-24 |
| NM | RA | APPROVED | 2023-10-02 |
| PA | RA | APPROVED | 2023-03-16 |
| IL | RA | APPROVED | 2022-11-28 |
| MS | RA | APPROVED | 2022-08-24 |
| UT | RA | APPROVED | 2022-07-14 |
| SC | RA | APPROVED | 2021-08-11 |
| WA | RA | APPROVED | 2020-12-17 |
| TX | RA | APPROVED_RES | 2018-12-06 |
| MA | RA | APPROVED | 2017-04-11 |
| IN | RA | APPROVED | 2016-05-02 |
| VA | RA | APPROVED | 2015-05-22 |
| OH | RA | APPROVED | 2015-05-20 |
| LA | RA | APPROVED | 2015-03-23 |
| NC | RA | APPROVED | 2014-03-06 |
| AL | RA | APPROVED | 2013-08-09 |
| CA | RA | APPROVED | 2012-08-29 |
| FL | RA | APPROVED | 2007-01-04 |
| GA | RA | APPROVED | 2005-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Company | New York | NY | 01/1995 | Present |
| Park Avenue Securities Llc | Atlanta | GA | 05/1999 | Present |
| Peachtree Planning Corporation | Roswell | GA | 04/1998 | Present |
1. ATLANTA DIVING ASSOC. Providing springboard diving lessons to youth participants Start: 01/01/1999 Address: 2935 Grange Hill Way Cumming, GA 30041 20 non bus hrs per month Not investment related 2. SOS Vacation Rentals Rental income of properties owned. Start: 01/01/2000 Address: 2935 Grange Hill Way Cumming, GA 30041 10 non bus hrs per month Investment related 3. Insurance other than Guardian May use alternate life carriers as well as health and welfare business Start: 01/01/2010 Address: 500 Sun Valley Dr. B-1 Roswell, GA 30076 Hrs per month - Tot/Bus: 40/30 Investment related >10% annual compensation 4. POA POA for family member Start: 01/01/2017 Address: 2935 Grange Hill Way Cumming, GA 30041 Hrs per month - tot/bus: 10/5 Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-17 |
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