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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-09 |
| CA | RA | APPROVED | 2024-07-05 |
| MS | RA | APPROVED | 2023-01-18 |
| OR | RA | APPROVED | 2022-07-12 |
| MO | RA | APPROVED | 2022-05-18 |
| OH | RA | APPROVED | 2021-12-06 |
| AL | RA | APPROVED | 2021-10-05 |
| NY | RA | APPROVED | 2021-04-16 |
| VA | RA | APPROVED | 2019-07-08 |
| PA | RA | APPROVED | 2018-10-23 |
| MA | RA | APPROVED | 2018-06-29 |
| IN | RA | APPROVED | 2018-02-22 |
| MI | RA | APPROVED | 2016-05-20 |
| IL | RA | APPROVED | 2014-04-23 |
| KY | RA | APPROVED | 2014-01-29 |
| TN | RA | APPROVED | 2014-01-29 |
Branch Locations
101 Westpark Dr Suite 310, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Brentwood | TN | 06/2010 | Present |
| Park Avenue Securities | Brentwood | TN | 10/2010 | Present |
1. Peachtree Planning of Alabama, LLC, Start Date: 3/15/2024, Address: 3500 Blue Lake Dr., Ste. 220, Birmingham, AL 35243, 0 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 2. Peachtree Planning Management Group, Start Date: 4/1/2025, Address: 5600 Glenridge Drive, Suite 600 East |Atlanta, GA 30342, 5 total hours per month; 5 during securities trading hours, Not investment related, No annual compensation, 3) Ash Brokerage-Independent contractor, Nature of Business: Insurance sales, Start date: 08/01/2025, Address: 888 S. Harrison St., Suite 900 Fort Wayne, IN 46802, Duties: Insurance other than Guardian 2 total hours per month; 2 during securities trading hours, Investment related, 4) Peachtree Planning of Georgia, LLC Nature: DBA, Start Date: 3/15/2024, Address: 5600 Glenridge Drive, Suite 600 East |Atlanta, GA 30342, Duties: Owner, 120 total hrs/month; 120 during securities trading hours, Not Investment Related, 5. Peachtree Planning of Tennessee, LLC Nature: DBA, Start Date: 3/15/2024, Address: 101 Westpark Dr. Suite 310 | Brentwood, TN 37027, Duties: Owner, 120 total hrs/month; 120 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-24 |
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