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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-11 |
| WI | RA | APPROVED | 2025-08-26 |
| OR | RA | APPROVED | 2025-05-27 |
| UT | RA | APPROVED | 2024-07-08 |
| MN | RA | APPROVED | 2023-12-26 |
| RI | RA | APPROVED | 2023-06-14 |
| NV | RA | APPROVED | 2023-05-12 |
| IN | RA | APPROVED | 2022-11-10 |
| ID | RA | APPROVED | 2021-10-05 |
| NY | RA | APPROVED | 2021-04-16 |
| AZ | RA | APPROVED | 2020-11-13 |
| PA | RA | APPROVED | 2019-07-01 |
| NC | RA | APPROVED | 2018-10-11 |
| KS | RA | APPROVED | 2018-09-10 |
| LA | RA | APPROVED | 2018-06-28 |
| ND | RA | APPROVED | 2018-05-29 |
| GA | RA | APPROVED | 2017-07-05 |
| AL | RA | APPROVED | 2017-03-08 |
| OK | RA | APPROVED | 2016-01-12 |
| CO | RA | APPROVED | 2016-01-06 |
| VA | RA | APPROVED | 2015-06-11 |
| IL | RA | APPROVED | 2015-04-02 |
| FL | RA | APPROVED | 2015-01-16 |
| CA | RA | APPROVED | 2014-09-23 |
| MO | RA | APPROVED | 2014-02-07 |
| WA | RA | APPROVED | 2013-07-24 |
| NJ | RA | APPROVED | 2012-11-15 |
| MA | RA | APPROVED | 2012-04-17 |
| TX | RA | APPROVED | 2012-04-11 |
Branch Locations
3040 Post Oak Blvd Suite 1150, Houston, TX 77056 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Houston | TX | 03/2011 | Present |
| Park Avenue Securities | Houston | TX | 09/2011 | Present |
| Ester Wolf And Elizabeth Anthony | Houston | TX | 06/2002 | Present |
| Guardian Life Insurance Company | Houston | TX | 06/2024 | Present |
| Park Avenue Securities | Houston | TX | 06/2024 | Present |
1. Products other than Guardian-Sell other than Guardian products,. Start: 03/04/2011, Address: 3040 Post Oak Blvd, Suite 400 Houston, TX 77056, 5 bus hrs per month, Investment related, 2. MWM Advisors-Entity that was created for tax purposes. Only running my investment and insurance business through the entity,. Start: 04/30/2019, Address: 3040 Post Oak Blvd. #1150 Houston, TX 77056, 0 hrs per month, Not investment related, 3. Trustee on Family member's Account-Trustee, Start: 08/13/2019, Address: 4229 Feagan St. Houston, TX 77007, 1 non bus hr per month, Investment related, 4) Skopos, LLC- set up to hire new employees and run events and purchases through. Pass through entity for Guardian/PAS business, Start: 04/01/2022, Address: 3040 Post Oak Blvd. Suite 1150 Houston, TX 77056, 1 total hours per month; 1 during securities trading hours, Investment related, Less than 10% compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-15 |
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