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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-03-11 |
| CA | RA | APPROVED | 2022-03-10 |
Branch Locations
200 Sw Market St Suite 1850, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Martinez | CA | 05/2009 | 12/2016 |
| Park Avenue Securities | Martinez | CA | 01/2014 | 12/2016 |
| Cloverdale Funeral Home, Cemetery & Cremation | Boise | ID | 11/2017 | Present |
| Home Depot | Atlanta | GA | 05/2017 | 11/2017 |
| Ameritas Investment Corp | Lincoln | NE | 12/2018 | 03/2022 |
| Ameritas Life Insurance Corp | Lincoln | NE | 12/2018 | 03/2022 |
| Gem State Financial Group | Boise | ID | 12/2018 | 03/2022 |
| Wesley Brinkman Insurance & Financial Services | Boise | ID | 01/2017 | 03/2022 |
| Mass Mutual Idaho | Boise | ID | 02/2017 | 02/2018 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 03/2022 |
| Guardian Life Insurance Company | Claremont | CA | 03/2022 | 03/2022 |
| Park Avenue Securities | Claremont | CA | 03/2022 | 03/2022 |
| Guardian Life Insurance | Boise | ID | 03/2022 | Present |
| Park Avenue Securities | Boise | ID | 03/2022 | Present |
1. Parkes Financial Group, Start: 03/01/2022, Address: 5073 E. Geranium St., Boise, ID 83716, 100 total hours per month, 100 during securities trading hours, Greater than 10% annual compensation, Investment related, 2. Insurance Outside of Guardian, Start: 03/01/2022, Address: 5073 E. Geranium St., Boise, ID 83716, 5- 10 total hours per month and 5-10 total hours during securities trading hours, Less than 10% annual compensation, Investment related, 3. Co-Chair of Firewise Committee for The Columbia Village Subdivision, Start: 03/1/2025, Address: 5073 E. Geranium St., Boise, ID 83716, 10 total hours per month, 0 during securities trading hours, No annual compensation, Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-01 |
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