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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-24 |
| PA | RA | APPROVED | 2026-04-06 |
| LA | RA | APPROVED | 2025-09-24 |
| AL | RA | APPROVED | 2025-02-19 |
| CT | RA | APPROVED | 2025-01-30 |
| TX | RA | APPROVED_RES | 2024-11-06 |
| GA | RA | APPROVED | 2024-06-17 |
| NJ | RA | APPROVED | 2024-01-04 |
| NC | RA | APPROVED | 2021-04-03 |
| SC | RA | APPROVED | 2021-01-19 |
Branch Locations
133 Thomas Green Blvd 201, Clemson, SC 29631 • United States
233 N. Main Street Suite 202, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Clemson | SC | 01/2016 | Present |
| Park Avenue Securities Llc | Clemson | SC | 01/2016 | Present |
| Guardian Life Insurance Company | Greenville | SC | 06/2024 | Present |
| Park Avenue Securities | Greenville | SC | 06/2024 | Present |
1. Charity golf tournament-I help organize and run a charity nonprofit golf tournament fundraising event for a local Clemson Charity called Helen's Hugs., Start: 08/01/2014, Address: 524 Squire Circle, Clemson SC 29631, 2 non bus hrs per month, Not Investment related, 2. Outside Group and Health Sales-Outside health and life insurance, Start date: 09/01/2014, Address: 35 Brendan Way,Greenville SC 29615 , 1023 W DeKalb St, Camden SC 29020, Hrs per month - tot/bus: 12/4, Investment related, >10% annual compensation, 3. Rental Property, Start: 01/01/2023, Address: 129 Freedom Drive Clemson, SC 29631, 0 total hours per month, Investment related, Less than 10% Annual Compensation, 4. Goldstein Agency LLC, Start: 8/1/2026, Nature: Tax Purposes for running Health Insurance Business & commissions, Address: 432 Piney Grove Rd Greenville SC 29607, Duties: Owner, 2 total hours per month; 0 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-27 |
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