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Willie Edward Pousada

Park Avenue Securities LLC

Mckinney, TX

Irvine, CA

CRD 5761405

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Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2024-09-18
MT RA APPROVED 2022-10-07
TX RA APPROVED_RES 2019-08-21
CA RA APPROVED 2019-04-17
  • SD RA
    APPROVED
    Since 2024-09-18
  • MT RA
    APPROVED
    Since 2022-10-07
  • TX RA
    APPROVED_RES
    Since 2019-08-21
  • CA RA
    APPROVED
    Since 2019-04-17

Branch Locations

Mckinney, TX • United States

2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Park Avenue Securities Llc Tracy CA 12/2011 12/2016
Guardian Life Insurance Co Of America Tracy CA 12/2013 12/2016
Guardian Life Insurance Co Of America San Jose CA 12/2016 09/2018
Park Avenue Securities, Llc San Jose CA 07/2018 09/2018
Guardian Life Insurance Company Campbell CA 09/2018 02/2023
Park Avenue Securities Campbell CA 09/2018 02/2023
Guardian Life Insurance Tracy CA 04/2019 05/2020
Park Avenue Securities Tracy CA 04/2019 05/2020
Guardian Life Insurance Mckinney TX 05/2020 Present
Park Avenue Securities Mckinney TX 05/2020 Present
  • 12/2011 → 12/2016
    Tracy, CA
  • 12/2013 → 12/2016
    Guardian Life Insurance Co Of America
    Tracy, CA
  • 12/2016 → 09/2018
    Guardian Life Insurance Co Of America
    San Jose, CA
  • 07/2018 → 09/2018
    San Jose, CA
  • 09/2018 → 02/2023
    Guardian Life Insurance Company
    Campbell, CA
  • 09/2018 → 02/2023
    Park Avenue Securities
    Campbell, CA
  • 04/2019 → 05/2020
    Guardian Life Insurance
    Tracy, CA
  • 04/2019 → 05/2020
    Park Avenue Securities
    Tracy, CA
  • 05/2020 → Present
    Guardian Life Insurance
    Mckinney, TX
  • 05/2020 → Present
    Park Avenue Securities
    Mckinney, TX
Previous Registrations
Other Businesses

1) Products other than Guardian - Solicitation of Life and Health Insurance, Start: 01/01/2011, Address: 2743 Brookside Ln McKinney, TX 75072, 15 total hours per month; 15 during securities trading hours, More than 10% annual compensation, Investment related, 2) Power of Attorney/Estate Trustee for Mother, Start: 05/01/2024, Address: 2743 Brookside Ln., McKinney, TX 75072, 1 total hour per month; 0 during securities trading hours, No annual compensation, Not investment related, 3) Trustee for Mother In-Law, Start: 05/01/2024, Address: 2743 Brookside Ln., McKinney, TX 75072, 1 total hour per month; 0 during securities trading hours, No annual compensation, Not investment related, 4) Sunset Ridge Consultants LLC, Owner, LLC created for tax purposes and to sell health insurance, Start: 05/01/2024, Address: 2743 Brookside Ln., McKinney, TX 75072, 10 total hours per month; 2 during securities trading hours, More than 10% annual compensation, Investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-04
  • S66 Uniform Combined State Law Examination
    2011-05-04
Other Names
  • Willie E Pousada

View on SEC IAPD

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