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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-18 |
| CT | RA | APPROVED | 2025-08-28 |
| GA | RA | APPROVED | 2024-08-22 |
| OH | RA | APPROVED | 2024-02-05 |
| PR | RA | APPROVED | 2023-10-24 |
| MO | RA | APPROVED | 2023-09-19 |
| PA | RA | APPROVED | 2023-08-18 |
| ME | RA | APPROVED | 2022-10-12 |
| VA | RA | APPROVED | 2022-08-15 |
| SC | RA | APPROVED | 2022-07-18 |
| MA | RA | APPROVED | 2021-12-07 |
| TX | RA | APPROVED_RES | 2021-04-23 |
| IA | RA | APPROVED | 2021-01-21 |
| KY | RA | APPROVED | 2020-05-20 |
| CO | RA | APPROVED | 2019-01-09 |
| MI | RA | APPROVED | 2018-07-24 |
| MN | RA | APPROVED | 2018-02-11 |
| NC | RA | APPROVED | 2017-02-10 |
| IL | RA | APPROVED | 2016-08-16 |
| CA | RA | APPROVED | 2016-03-08 |
| FL | RA | APPROVED | 2012-02-06 |
Branch Locations
4200 W Cypress Street Suite 700, Tampa, FL 33607 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Tampa | FL | 06/2010 | Present |
| Park Avenue Securities Llc | Tampa | FL | 08/2010 | Present |
1. Insurance outside of Guardian-LTC, Health, DI, Start: 08/01/2010, Address: 4200 W. Cypress Street Suite 700 Tampa, FL 33607, 1 bus hr per month, Investment related, 2. Rental Income-My wife and I receive rental income from a townhome that we jointly own, Start: 01/01/2010, Address: 3003 Richview Park Circle S Tallahassee, FL 32301, 0 hrs per month, Investment related, 3. Co-Advisor, GOYA-Church youth group advisor, with wife, Start: 08/01/2019, Address: 2418 W. Swann Avenue Tampa FL 33609, Hrs per month - Tot/Bus: 4/2, Not investment related, 4. Rental Income - IRT Rental Income from inherited properties inside of Irrevocable Trust, Start: 04/30/2019, Addresses: 3020 San Miguel, Tampa 33629, 2302 S MacDill Avenue, Tampa 33629, 4511 McElroy, Tampa 33611, 4513 McElroy, Tampa 33611, 4225 W Bay to Bay Ave, Tampa 33629, 101 North Eola Drive Apt 3, Orlando 32700, 103 North Eola Drive Apt 1, Orlando 32700 , 105 North Eola Drive Apt 1, Orlando 32700, 105 North Eola Drive Apt 2, Orlando 32700, 1500 Edgewater Drive, Orlando 32700, 1 bus hr per month, Investment related, 5) St. Stephens Summer Camp Counselor, Start: 07/06/2022, Address: 455 Quail Ridge Road, Salem, SC 29676, 40 total hours/1 week per year; 0 during securities trading hours, Not investment related, No annual compensation, 6) PTX - TAMPA LLC, Start: 05/01/2022, Nature: This LLC will own rental property in the future. , Address: 3902 Empedrado St Tampa, FL 33629, Duties: Owner, 1 total hours; 0 during securities trading hours, Investment related, 7) PTX - Orlando LLC, Start: 05/01/2022, Nature: This LLC will own rental property in the future, Address: 3903 Empedrado St. Tampa FL 33629, Duties: Owner, 1 total hours; 0 during securities trading hours, Investment related, 8) PTX MacDill LLC, Start: 05/01/2022, Nature: LLC will own rental property in the future, Address: 3902 Empedrado St. Tampa FL 33629, Duties: Owner, 1 total hour; 0 during securities trading hours, Investment related, 9) PXT Orlando Edgewater LLC, Start: 03/08/2024, Nature: LLC will own rental property in the future, Address: 3902 Empedrado St. Tampa FL 33629, Duties: Owner, 1 total hour; 0 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-19 |
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