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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-11-12 |
| FL | RA | APPROVED | 2025-08-07 |
| ND | RA | APPROVED | 2025-01-27 |
| NC | RA | APPROVED | 2024-06-06 |
| OH | RA | APPROVED | 2024-01-10 |
| WI | RA | APPROVED | 2023-11-14 |
| IL | RA | APPROVED | 2023-11-10 |
| MA | RA | APPROVED | 2023-10-04 |
| IN | RA | APPROVED | 2023-06-15 |
| KS | RA | APPROVED | 2023-06-14 |
| TX | RA | APPROVED | 2023-03-02 |
| IA | RA | APPROVED | 2022-08-24 |
| MO | RA | APPROVED | 2022-08-18 |
| CO | RA | APPROVED | 2020-07-14 |
| MN | RA | APPROVED | 2014-01-09 |
Branch Locations
10900 Wayzata Boulevard Suite 730, Minnetonka, MN 55305 • United States
Maple Grove, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Minneapolis | MN | 09/2005 | 01/2024 |
| Park Avenue Securities | Minneapolis | MN | 01/2007 | 01/2024 |
| Guardian Life Insurance Company | Minnetonka | MN | 01/2024 | Present |
| Park Avenue Securities | Minnetonka | MN | 01/2024 | Present |
| Guardian Life Insurance Company | Maple Grove | MN | 06/2024 | Present |
| Park Avenue Securities | Maple Grove | MN | 06/2024 | Present |
1. Insurance-Sell insurance products other than Guardian, Start: 08/01/2005, Address: 920 Second Ave S #1100 Minneapolis MN 55402, 10 bus hrs per month, Investment related, 2. Well-Being Wealth Strategies, LLC.-DBA I have created for my business. Start: 02/05/2018, Address: 920 S Second Ave, #1100 Minneapolis, MN 55402, 10 non bus hrs per month, Investment related, >10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-05-02 |
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