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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-01-02 |
| CA | RA | APPROVED | 2026-01-02 |
| CO | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2026-01-02 |
| IL | RA | APPROVED | 2026-01-02 |
| KY | RA | APPROVED | 2026-01-02 |
| MD | RA | APPROVED | 2026-01-02 |
| MI | RA | APPROVED | 2026-01-02 |
| NV | RA | APPROVED | 2026-01-02 |
| OK | RA | APPROVED | 2026-01-02 |
| OR | RA | APPROVED | 2026-01-02 |
| SC | RA | APPROVED | 2026-01-02 |
| AZ | RA | APPROVED | 2023-03-21 |
| AL | RA | APPROVED | 2022-08-26 |
| MA | RA | APPROVED | 2022-06-21 |
| ID | RA | APPROVED | 2022-01-31 |
| GA | RA | APPROVED | 2021-08-12 |
| IA | RA | APPROVED | 2021-04-28 |
| NY | RA | APPROVED | 2021-04-16 |
| MO | RA | APPROVED | 2020-11-23 |
| VA | RA | APPROVED | 2019-08-29 |
| KS | RA | APPROVED | 2019-08-21 |
| WA | RA | APPROVED | 2019-02-07 |
| CT | RA | APPROVED | 2019-01-15 |
| NC | RA | APPROVED | 2019-01-15 |
| PA | RA | APPROVED | 2019-01-14 |
| OH | RA | APPROVED | 2019-01-11 |
| TX | RA | APPROVED_RES | 2018-11-15 |
Branch Locations
4200 W Cypress Street Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Tampa | FL | 11/2009 | Present |
| Park Avenue Securities | Tampa | FL | 03/2010 | Present |
| Guardian Life Insurance Company | Land O Lakes | FL | 06/2024 | 07/2025 |
| Park Avenue Securities | Land O Lakes | FL | 06/2024 | 07/2025 |
| Park Avenue Securities | Dade City | FL | 07/2025 | Present |
| Guardian Life Insurance Company | Dade City | FL | 07/2025 | Present |
1. Health-Life-Disability Insurance Brokerage Business In order to help clients who are not candidates for Guardian insurance products or who would benefit from outside insurance products Start: 02/04/2019 Address: N/A 2 bus hrs per month Investment related 2. Florida Medical Advisors, LLC DBA - Managing partner/owner Start: 03/01/2019 Address: 4200 West Cypress Street Suite 700; Tampa, FL 33607 0 hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-30 |
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