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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-24 |
| MN | RA | APPROVED | 2025-08-11 |
| PA | RA | APPROVED | 2025-08-08 |
| NC | RA | APPROVED | 2023-03-16 |
| VA | RA | APPROVED | 2023-03-13 |
| OK | RA | APPROVED | 2022-07-01 |
| WA | RA | APPROVED | 2022-06-08 |
| IA | RA | APPROVED | 2022-05-23 |
| MD | RA | APPROVED | 2022-04-28 |
| IL | RA | APPROVED | 2022-03-23 |
| NY | RA | APPROVED | 2022-02-28 |
| TX | RA | APPROVED | 2022-02-28 |
| MA | RA | APPROVED | 2022-01-25 |
| FL | RA | APPROVED | 2022-01-07 |
| CO | RA | APPROVED | 2022-01-06 |
| MT | RA | APPROVED | 2020-09-16 |
| UT | RA | APPROVED | 2020-08-31 |
| CA | RA | APPROVED | 2020-07-09 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | San Ramon | CA | 05/2015 | 04/2026 |
| Park Avenue Securities Llc | San Ramon | CA | 05/2015 | 04/2026 |
| Guardian Life Insurance Company | Irvine | CA | 04/2026 | Present |
| Park Avenue Securities Llc | Irvine | CA | 04/2026 | Present |
1. Rental Property, Start: 08/1/2025, Address: 5817 Cattleya Way, San Ramon, CA 94582, 1 total hour per week; 0 during securities trading hours, >10% annual compensation, Investment related, 2) EPIK Capital LLC-sole member, Nature of Business: facilitate buyout, Start date: 06/30/2026, Address: 949 S Coast Dr, Ste 220 Costa Mesa, CA 92626, Duties: owner, 1 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-15 |
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