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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-19 |
| MD | RA | APPROVED | 2025-01-08 |
| MA | RA | APPROVED | 2024-06-18 |
| VA | RA | APPROVED | 2023-09-11 |
| LA | RA | APPROVED | 2023-07-18 |
| WI | RA | APPROVED | 2022-10-26 |
| WY | RA | APPROVED | 2022-01-07 |
| PA | RA | APPROVED | 2017-09-22 |
| TX | RA | APPROVED | 2017-06-05 |
| FL | RA | APPROVED | 2015-02-26 |
| CA | RA | APPROVED | 2013-04-25 |
| NC | RA | APPROVED | 2007-01-26 |
Branch Locations
5511 Capital Center Drive Suite 104, Raleigh, NC 27606 • United States
Chapel Hill, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Raleigh | NC | 05/2015 | Present |
| Guardian Life Insurance Company | Raleigh | NC | 05/2015 | Present |
| Park Avenue Securities Llc | Raleigh | NC | 05/2015 | Present |
| Guardian Life Insurance Company | Chapel Hill | NC | 06/2024 | Present |
| Park Avenue Securities Llc | Chapel Hill | NC | 06/2024 | Present |
1. Alternate Strategy Consulting LLC (Special Consultant, The Living Balance Sheet) I have a consulting contract with Guardian to lead their efforts with the Living Balance Sheet. Start: 07/01/2017 Address: 608 Croom Ct. Chapel Hill, NC 27514 Hrs per month - tot/bus: 160/140 Not investment related, 2) Ultimate Frisbee Booster Club-Board of Director member, Nature of Business: Nonprofit supporting local high school ultimate frisbee team , Start date: 09/17/2025, Address: 608 Croom Ct Chapel Hill, NC 27514, Duties: organize fundraising efforts and coordinate communications, 3 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-13 |
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