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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-10-10 |
| WA | RA | APPROVED | 2023-07-19 |
| AZ | RA | APPROVED | 2023-05-04 |
| MI | RA | APPROVED | 2023-04-20 |
| CA | RA | APPROVED | 2023-04-13 |
Branch Locations
5405 Morehouse Drive Suite 245, San Diego, CA 92121 • United States
1122 State St Ste A, El Centro, CA 92243 • United States
5405 Morehouse Drive Suite 245, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | El Centro | CA | 03/2015 | Present |
| Park Avenue Securities | El Centro | CA | 03/2015 | Present |
| Guardian Life Insurance | San Diego | CA | 09/2018 | Present |
| Park Avenue Securities | San Diego | CA | 09/2018 | Present |
1. Armorcrest Insurance Services LLC Property and Casualty company focusing on Home/Auto/Commercial insurance Start: 10/15/2013 Address: 1122 State Street Ste. A; El Centro, CA 92243 12 bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-25 |
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