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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-17 |
| ME | RA | APPROVED | 2021-09-27 |
| AZ | RA | APPROVED | 2021-08-05 |
| NY | RA | APPROVED | 2021-04-16 |
| KY | RA | APPROVED | 2020-06-11 |
| VA | RA | APPROVED | 2020-04-30 |
| CA | RA | APPROVED | 2019-08-15 |
| IL | RA | APPROVED | 2019-03-07 |
| NC | RA | APPROVED | 2018-11-05 |
| AL | RA | APPROVED | 2018-09-12 |
| SC | RA | APPROVED | 2018-06-12 |
| CO | RA | APPROVED | 2017-09-27 |
| PA | RA | APPROVED | 2017-09-20 |
| GA | RA | APPROVED | 2017-08-03 |
| LA | RA | APPROVED | 2017-08-03 |
| TX | RA | APPROVED | 2017-08-03 |
| FL | RA | APPROVED | 2017-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Tallahassee | FL | 05/2010 | Present |
| Park Avenue Securities | Tallahassee | FL | 12/2010 | Present |
| Guardian Life Insurance | Thomasville | GA | 10/2017 | 08/2018 |
| Park Avenue Securities | Thomasville | GA | 10/2017 | 08/2018 |
1. MillCreek Finacial Consultants-DBA for financial planning under North Florida Financial corp / Guardian, Start: 01/31/2016, Address: 2425 Millcreek Court Tallahassee, FL 32308, 160 bus hrs per month, Investment related, 2. Standard Disabilty Insurance - Guarantee Issue Program -Becoming the representative for the Standard Insurance Companies Guaranteed issue disability insurance, Start: 10/01/2018, Address: 1515 SW Archer Road, Gainesville, FL 32608, 10 bus hrs per month, Investment related, 3. Bear Subs, LLC, Start Date: 6/6/2023, Address: 1419 Highway 20 W., McDonough, GA 30253-7306, 4 total hours per month; 0 during securities trading hours, Not Investment Related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-13 |
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