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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-07-07 |
| LA | RA | APPROVED | 2026-03-09 |
| MA | RA | APPROVED | 2026-02-19 |
| NM | RA | APPROVED | 2026-01-21 |
| HI | RA | APPROVED | 2023-11-28 |
| NE | RA | APPROVED | 2023-01-13 |
| NJ | RA | APPROVED | 2022-11-14 |
| ID | RA | APPROVED | 2022-03-22 |
| IN | RA | APPROVED | 2021-09-13 |
| NY | RA | APPROVED | 2021-04-16 |
| IL | RA | APPROVED | 2021-01-25 |
| ME | RA | APPROVED | 2021-01-25 |
| MN | RA | APPROVED | 2021-01-12 |
| VT | RA | APPROVED | 2020-11-04 |
| MD | RA | APPROVED | 2020-09-01 |
| GA | RA | APPROVED | 2020-04-14 |
| MO | RA | APPROVED | 2019-09-16 |
| OH | RA | APPROVED | 2019-07-11 |
| WI | RA | APPROVED | 2019-01-14 |
| CO | RA | APPROVED | 2018-11-15 |
| PA | RA | APPROVED | 2018-03-29 |
| MI | RA | APPROVED | 2017-08-09 |
| KS | RA | APPROVED | 2017-03-31 |
| NC | RA | APPROVED | 2017-03-31 |
| CA | RA | APPROVED | 2017-03-30 |
| OK | RA | APPROVED | 2016-09-02 |
| OR | RA | APPROVED | 2016-04-07 |
| NV | RA | APPROVED | 2016-02-17 |
| FL | RA | APPROVED | 2015-09-24 |
| TX | RA | APPROVED | 2015-09-18 |
| AZ | RA | APPROVED | 2014-06-27 |
| MT | RA | APPROVED | 2014-06-16 |
| ND | RA | APPROVED | 2014-06-16 |
| UT | RA | APPROVED | 2014-06-13 |
| VA | RA | APPROVED | 2014-06-12 |
| WA | RA | APPROVED | 2014-06-10 |
Branch Locations
5080 North 40Th St. Suite 400, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Phoenix | AZ | 07/2016 | Present |
| Park Avenue Securities | Phoenix | AZ | 07/2016 | Present |
1) PHFG Camelback Properties, LLC- I own real estate that is managed by a 3rd party vacation rental company. , Start: 08/23/2022, Address: 4818 E Calle Tuberia, Phoenix AZ 85018, 1 total hours per month 1 during securities trading hours, Investment related, Less than 10% annual compensation, 2) AFE-Government Financial Education Group dedicated to providing the public with financial education., Start: 02/15/2021, Address: n/a web based, 1-5 total hours per month, 1-5 during securities trading hours, Investment related, No annual compensation, 3) Outside Insurance Sales, Start: 09/01/2019, Address: 5080 N. 40th St, Suite 400, Phoenix, AZ 85018, 8 total hours per month, 8 during securities trading hours, Less than 10% annual compensation, Investment related, 4) MPT Properties, LLC, Part Owner, Purpose is to purchase, furnish, manage and profit from a real estate property, Start: 3/7/2025, Address: 6622 E 4th Street, Scottsdale, AZ 85251, 1 total hour per month, 1 during securities trading hours, Less than 10% annual compensation, Investment related, 5) Hedge Operations LLC-owner, Nature of Business: manage the operations of my financial services practice., Start date: 12/30/2025, Address: 4818 E Calle Tuberia, Phoenix, AZ 85018, Duties: owner/manager, 1 total hours per month; 0 during securities trading hours, Not investment related, 6) PHFG Bend Properties LLC-owner, Nature of Business: long term rental property, Start date: 04/01/2026, Address: 1940 Monterey Pines Dr, Cottage #2, Bend, OR 97703, Duties: owner, 1 total hours per month; 0 during securities trading hours, Investment related, 7) PHFG Casa Mar, LLC-owner, Nature of Business: vacation rental property., Start date: 03/16/2026, Address: Av. San Carlos 19, Marina Real, Col. Villa California, 85503 San Carlos, Son., Mexico, Duties: owner, 1 total hours per month; 0 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-04 |
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