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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-05 |
| MS | RA | APPROVED | 2026-01-05 |
| LA | RA | APPROVED | 2022-02-07 |
| AL | RA | APPROVED | 2022-02-04 |
| GA | RA | APPROVED | 2020-12-08 |
| NC | RA | APPROVED | 2019-09-12 |
Branch Locations
661 Sunnybrook Road Suite 120, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company/ Allen Financial Group | Jackson | MS | 02/2012 | 12/2025 |
| Park Avenue Securities | Jackson | MS | 12/2012 | 12/2025 |
| Park Avenue Securities | Ridgeland | MS | 12/2025 | Present |
| Guardian Life Insurance Company | Ridgeland | MS | 12/2025 | Present |
1. Insurance Products Other Than Guardian-LTC, Health, Annuities, Life, DI, Start: 11/15/2013, Address: 661 Sunnybrook Road, Suite 120, Ridgeland, MS 39157, 0 hrs per month, Investment related, 2. Junior League of Jackson, Insurance Committee-Serve as a member of the Insurance Committee for the Junior League of Jackson, Start: 11/15/2017, Address: 805 Riverside Drive, Jackson, MS 39202, 1 non bus hr per month, Not investment related, 3) Calder I, LLC, Start: 12/31/2021, Address: 661 Sunnybrook Road, Suite 120, Ridgeland, MS 39157, 2 total hours per month; 2 during securities trading hours, Investment related, More than 10% annual compensation, 4) Calder Management, LLC, Start: 12/31/2021, Address: 661 Sunnybrook Road, Suite 120, Ridgeland, MS 39157, 1 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 5) Executor, Trust created under Article V of Drew L Snyders Last Will and Testament Dated 7/19/2016, Start: 01/01/2009, Address: 2315 Twin Lakes Circle Jackson, MS 39211, 0 total hours per month; Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-05 |
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