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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-04-16 |
| LA | RA | APPROVED | 2025-04-15 |
| MO | RA | APPROVED | 2024-09-11 |
| GA | RA | APPROVED | 2024-08-21 |
| SC | RA | APPROVED | 2024-04-02 |
| VT | RA | APPROVED | 2024-03-27 |
| MA | RA | APPROVED | 2023-06-07 |
| CA | RA | APPROVED | 2023-04-17 |
| DE | RA | APPROVED | 2023-02-07 |
| WV | RA | APPROVED | 2023-02-06 |
| IL | RA | APPROVED | 2023-01-20 |
| FL | RA | APPROVED | 2023-01-18 |
| PA | RA | APPROVED | 2023-01-10 |
| VA | RA | APPROVED | 2023-01-10 |
| NC | RA | APPROVED | 2023-01-09 |
| OR | RA | APPROVED | 2023-01-06 |
| NJ | RA | APPROVED | 2022-12-09 |
| CT | RA | APPROVED | 2022-12-05 |
| NY | RA | APPROVED | 2022-12-02 |
| TX | RA | APPROVED | 2022-12-01 |
| MD | RA | APPROVED | 2022-11-03 |
Branch Locations
272 Bendix Road Suite 150, Virginia Beach, VA 23452 • United States
11350 Mccormick Road, Executive Plaza Iii Suite 202, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Austin | TX | 10/2012 | 11/2020 |
| New York Life Insurance Co | Austin | TX | 09/2008 | 11/2020 |
| Eagle Strategies Llc | Austin | TX | 01/2013 | 11/2020 |
| Oneamerica Securities | Austin | TX | 05/2021 | 08/2022 |
| American United Life | Austin | TX | 10/2020 | 08/2022 |
| Guardian Life Insurance Company | Hunt Valley | MD | 08/2022 | Present |
| Park Avenue Securities | Hunt Valley | MD | 08/2022 | Present |
| Guardian Life Insurance Company | Virginia Beach | VA | 05/2026 | Present |
| Park Avenue Securities | Virginia Beach | VA | 05/2026 | Present |
1) Campfire Culture, LLC- Life Coaching, Start Date: 06/01/2022, Address: 1005 N Cuernavaca Dr., Austin TX 78733, 15 hours per month;8 hours per month during securities trading hours, Not Investment Related, 2) Financial Growth Partners, LLC, Start Date: 5/30/2024, Address: 12110 Sunset Hills Road, Suite 340, Reston, VA 20190, 200 total hours per month; 130 during securities trading hours, Investment Related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-13 |
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