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Account
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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 |
Branch Locations
5600 Glenridge Dr. Suite 600 East, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
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,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-22 |
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