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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-05 |
| CA | RA | APPROVED | 2025-05-14 |
| OH | RA | APPROVED | 2023-02-24 |
| TX | RA | APPROVED_RES | 2019-06-24 |
| NC | RA | APPROVED | 2018-08-28 |
| SC | RA | APPROVED | 2018-08-09 |
| AL | RA | APPROVED | 2017-05-15 |
| GA | RA | APPROVED | 2013-06-07 |
| FL | RA | APPROVED | 2013-04-29 |
Branch Locations
8470 Enterprise Circle Suite 315, Lakewood Ranch, FL 34202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Tallahassee | FL | 09/2010 | 08/2017 |
| Park Avenue Securities | Tallahassee | FL | 02/2011 | 08/2017 |
| Guardian Life Insurance | Lakewood Ranch | FL | 02/2018 | Present |
| Park Avenue Securities | Lakewood Ranch | FL | 02/2018 | Present |
| Guardian Life Insurance | Tampa | FL | 08/2017 | 02/2018 |
| Park Avenue Securities | Tampa | FL | 08/2017 | 02/2018 |
1. Insurance products other than those offered through Guardian, Start Date: 1/1/2012, Address: 8470 Enterprise Circle Suite 315 Lakewood Ranch , FL 34202, 1 total hour/month; 1 during securities trading hours, Investment Related, Less than 10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-22 |
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