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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED | 2024-10-02 |
Branch Locations
6000 Western Place Suite 120, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Vienna | VA | 02/2011 | 03/2017 |
| New York Life Insurance Co | Vienna | VA | 02/2011 | 03/2017 |
| Eagle Strategies Llc | Vienna | VA | 11/2011 | 03/2017 |
| Guardian Life Insurance | New Braunfels | TX | 06/2026 | 08/2026 |
| Park Avenue Securities | New Braunfels | TX | 06/2026 | 08/2026 |
| American United Life | Vienna | VA | 03/2017 | 11/2018 |
| Oneamerica Securities, Inc. | Reston | VA | 03/2017 | 11/2018 |
| Foresters Advisory Services, Llc | Silver Spring | MD | 01/2019 | 06/2019 |
| Cetera Investment Services Llc | Silver Spring | MD | 05/2019 | 09/2021 |
| Massmutual Life Insurance Co | Vienna | VA | 09/2021 | 06/2022 |
| Mml Investors Services, Llc | Vienna | VA | 10/2021 | 06/2022 |
| Massmutual Life Insurance Co | Rockville | MD | 09/2022 | 07/2023 |
| Mml Investors Services, Llc | Rockville | MD | 01/2023 | 07/2023 |
| Unemployed | Vienna | VA | 07/2022 | 08/2022 |
| Cetera Investment Advisors Llc. | Silver Spring | MD | 06/2019 | 09/2021 |
| Foresters Financial Services | Silver Spring | MD | 01/2019 | 06/2019 |
| Guardian Life Insurance | San Antonio | TX | 08/2024 | 06/2026 |
| Park Avenue Securities | San Antonio | TX | 08/2024 | 06/2026 |
| Maximus Benefit Partners | Vienna | VA | 07/2023 | 08/2024 |
| Guardian Life Insurance | Fort Worth | TX | 08/2026 | Present |
1)Name: Maximus Benefit Partners, Inv Rel: Y Addr:@ residential address on file, Nature: Outside Insurance, Position: Partner, Start: 06/07/2023, No Hr/Mo: 8 No Hr/Mo Dur Trading: 0 Duties: Health.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-02 |
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