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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-10 |
| ID | RA | APPROVED | 2025-11-05 |
| VA | RA | APPROVED | 2025-10-28 |
| AR | RA | APPROVED | 2025-09-04 |
| KS | RA | APPROVED | 2025-09-02 |
| PA | RA | APPROVED | 2023-11-28 |
| CT | RA | APPROVED | 2023-02-02 |
| WA | RA | APPROVED | 2022-08-25 |
| NC | RA | APPROVED | 2022-03-29 |
| AL | RA | APPROVED | 2021-07-06 |
| SC | RA | APPROVED | 2019-03-14 |
| DC | RA | APPROVED | 2018-03-20 |
| TX | RA | APPROVED_RES | 2016-02-24 |
| MS | RA | APPROVED | 2015-06-08 |
| CO | RA | APPROVED | 2014-03-13 |
| FL | RA | APPROVED | 2011-08-29 |
| GA | RA | APPROVED | 2010-10-20 |
Branch Locations
5600 Glenridge Dr. Suite 600 East, Atlanta, GA 30342 • United States
220 North Main Street Suite 500, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Roswell | GA | 10/2010 | 07/2019 |
| Park Avenue Securities Llc | Roswell | GA | 10/2010 | 07/2019 |
| Guardian Life Insurance | Greenville | SC | 07/2019 | Present |
| Park Avenue Securities | Greenville | SC | 07/2019 | Present |
| Guardian Life Insurance | Atlanta | GA | 09/2019 | Present |
| Park Avenue Securities | Atlanta | GA | 09/2019 | Present |
1. Insurance other than Guardian-Group health insurance, alternative company life and disability insurance, Start: 01/01/2010, Address: 500 Sun Valley Dr, Suite B-1, Roswell, GA 30076, 5 bus hrs per month, Investment related, 2. Board Member of the Meyer Center for Special Children, Start: 11/17/2021, Address: 1132 Rutherford Rd, Greenville SC 29609, 5 total hours per month; 2 during securities trading hours, Not investment related, No annual compensation, 3. HHH Properties - This LLC is being created to own a rental property, Start: 12/26/22, Address: 218 McDaniel Ave, Greenville SC 29601; 5 total hours per month; 0 during securities trading hours; Investment related, Less than 10% annual compensation, 4. Lumera Advisory Group LLC, Start Date: 6/1/2026, Nature: DBA for Guardian/PAS business, Address: 220 North Main St, Suite 500, Greenville SC 29601, Duties: Owner, 50 total hours per month; 6.5 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-04 |
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