Brooks Macpherson Gregory

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2026-02-12
OH	RA	APPROVED	2025-04-24
CT	RA	APPROVED	2025-01-10
NY	RA	APPROVED	2021-04-16
MD	RA	APPROVED	2020-11-17
WI	RA	APPROVED	2020-08-31
CA	RA	APPROVED	2020-02-18
MA	RA	APPROVED	2019-07-15
OR	RA	APPROVED	2019-07-05
KS	RA	APPROVED	2019-01-31
WY	RA	APPROVED	2018-08-24
AL	RA	APPROVED	2011-10-24
WA	RA	APPROVED	2011-07-06
TX	RA	APPROVED	2009-07-10
DC	RA	APPROVED	2008-08-14
GA	RA	APPROVED	2006-06-26
NC	RA	APPROVED	2006-06-26
SC	RA	APPROVED	2006-06-23
FL	RA	APPROVED	2006-06-22
LA	RA	APPROVED	2006-06-22
VA	RA	APPROVED	2006-06-22

MT RA
APPROVED

Since 2026-02-12
OH RA
APPROVED

Since 2025-04-24
CT RA
APPROVED

Since 2025-01-10
NY RA
APPROVED

Since 2021-04-16
MD RA
APPROVED

Since 2020-11-17
WI RA
APPROVED

Since 2020-08-31
CA RA
APPROVED

Since 2020-02-18
MA RA
APPROVED

Since 2019-07-15
OR RA
APPROVED

Since 2019-07-05
KS RA
APPROVED

Since 2019-01-31
WY RA
APPROVED

Since 2018-08-24
AL RA
APPROVED

Since 2011-10-24
WA RA
APPROVED

Since 2011-07-06
TX RA
APPROVED

Since 2009-07-10
DC RA
APPROVED

Since 2008-08-14
GA RA
APPROVED

Since 2006-06-26
NC RA
APPROVED

Since 2006-06-26
SC RA
APPROVED

Since 2006-06-23
FL RA
APPROVED

Since 2006-06-22
LA RA
APPROVED

Since 2006-06-22
VA RA
APPROVED

Since 2006-06-22

Branch Locations

5600 Glenridge Dr. Suite 600 East, Atlanta, GA 30342 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Guardian Life Insurance Company	New York	NY	11/1993	Present
Park Avenue Securities Llc	Atlanta	GA	05/1999	Present
Peachtree Planning Corporation	Atlanta	GA	05/2000	Present

11/1993 → Present

Guardian Life Insurance Company

New York, NY
05/1999 → Present

Park Avenue Securities Llc

Atlanta, GA
05/2000 → Present

Peachtree Planning Corporation

Atlanta, GA

Previous Registrations

2009-12-07 → 2010-12-31

Peachtree Planning Advisors, Inc.

Atlanta, GA
2003-05-12 → 2008-03-20

Peachtree Planning Advisors, Inc.

Atlanta, GA

Other Businesses

1 Trustee - Family-Named trustee upon her death for wills/trusts, Start: 01/01/2018, Address: N/A, 0 hrs per month, Investment related, 2. YMCA Camp High Harbour Board-Voluntary board member with no duties other than to recruit other people to the board,. Start: 08/16/2018, Address: 685 Camp High Harbour Road Clayton, Georgia 30525, Hrs per month - tot/bus: 2/1, Not investment related, 3. Staff Parish Relations Committee (SPRC), Start Date: 1/1/2025, Address: 4400 Peachtree Dunwoody Rd. NE, Atlanta, GA 30342, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation,

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-05-14
S63	Uniform Securities Agent State Law Examination	1998-04-22

S65 Uniform Investment Adviser Law Examination

1999-05-14
S63 Uniform Securities Agent State Law Examination

1998-04-22

Designations

Chartered Financial Consultant

Other Names

Brooks Macpherson Gregory
Brooks Macpherson Macpherson Gregory

View on SEC IAPD