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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-08-12 |
| ID | RA | APPROVED | 2021-11-08 |
| IL | RA | APPROVED | 2021-11-08 |
| OR | RA | APPROVED | 2021-05-24 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2020-10-30 |
| MD | RA | APPROVED | 2020-04-23 |
| WA | RA | APPROVED | 2019-11-12 |
| CT | RA | APPROVED | 2019-07-23 |
| TX | RA | APPROVED | 2017-12-18 |
| WI | RA | APPROVED | 2017-10-20 |
| NJ | RA | APPROVED | 2015-12-24 |
| HI | RA | APPROVED | 2015-08-20 |
| DC | RA | APPROVED | 2015-07-27 |
| UT | RA | APPROVED | 2015-07-22 |
| OH | RA | APPROVED | 2015-07-21 |
| DE | RA | APPROVED | 2015-05-08 |
| AZ | RA | APPROVED | 2015-05-06 |
| MT | RA | APPROVED | 2015-05-01 |
| CA | RA | APPROVED | 2015-04-28 |
Branch Locations
200 Sw Market St Suite 1850, Portland, OR 97201 • United States
480 N. Indian Hill Blvd Suite 2A, Claremont, CA 91711 • United States
910 E. Hamilton Avenue Suite 150, Campbell, CA 95008 • United States
5080 N 40Th Street Suite 400, Phoenix, AZ 85018 • United States
Claremont, CA • United States
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Claremont | CA | 04/2011 | Present |
| Guardian Life Insurance Co Of America | Claremont | CA | 02/2010 | Present |
| Pacific Advisors | Claremont | CA | 03/2009 | Present |
1. APN (Advanced Practice Network)-Managing Partner - APN also does business as (DBA) "Fiscalyze." APN/Fiscalyze focuses on providing financial insights platforms and client experiences for the financial services and related industries,. Start:04/07/2016, Address: 333 N. Indian Hill Blvd. Claremont, CA 91711, Hrs per month - Tot/Bus: 20/5, Not investment related, 2. Fiscal Advantage, LLC-Business performance analytical software consulting and marketing,. Start: 01/03/2017, Address: 333 North Indian Hill Blvd., Claremont, CA 91711, Hrs per month - tot/bus: 20/5, Not investment related, 3. Pacific Advisors LLC-Guardian mandated holding company for Pacific Advisors Inc., Start: 04/01/2018, Address: 333 North Indian Hill, Claremont, CA 91711, 5 bus hrs per month, Investment related, 4) eMcDermott LLC (DBA NEXTpectations®): Non Industry Related Consulting -This is a sole proprietorship to receive payment/stipends for non industry related consulting subject matter (eg: business, marketing, innovation). Start: 08/01/2018, Address: 406 Charleston Drive, Claremont, CA 91711, 5 total hours per month; 3 during securities trading hours, Not investment related, Less than 10% annual compensation, 5. Insurance Sales-Products other than Guardian, Start: 01/01/2013, Address: 333 N. Indian Hill Blvd., Claremont, CA 91711, 1 bus hr per month, Investment related, 6. RetireRight, LLC-Managing Partner - RetireRight focuses on providing financial insights and client experiences for people seeking retirement income strategies,. Start date: 01/11/2019, Address: 408 N. Indian Hill Blvd. Claremont, CA 91711, 2 total hours per month; 2 during securities trading hours, Not investment related, No annual compensation 7) eMcDermott LLC (DBA NEXTpectations®: Public Speaking & Online Content-LLC, Start: 01/01/2019, Address: 406 Charleston Drive Claremont, CA 91711 10 total hours per month; 3 during securities trading hours, Not investment related, Less than 10% annual compensation, 8) eMcDermott LLC (DBA NEXTpectations®): LLC, Start: 07/01/2019, Address: 406 Charleston Drive Claremont, CA 91711, 10 total hours per month; 10 during securities trading hours, Not investment related, Less than 10% annual compensation, 9) eMcDermott LLC (DBA NEXTpectations®): Article Writing, Start: 08/01/2019, Address: 406 Charleston Drive Claremont, CA 91711, 3 total hours per month; 1 during securities trading hours, Not investment related, No annual compensation, 10) eMcDermott LLC (DBA NEX, Address: 406 Charleston Drive Claremont, CA 91711 5 total hours per month; 1 during securities trading hours, Not investment related, Less than 10% annual compensation, 11) Single-Family House Rental Property-Oceanside, CA, Start: 07/01/2011, Address: 402 La Soledad Way, Oceanside, CA 92057, 5 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 12) Named Trustee for the "Mayne Family Trust" , Start: 06/01/2022, Address: 406 Charleston Dr. Claremont, CA 91711, 0 total hours per month; Not investment related, No annual compensation, 13) Informal Board of Advisors Member of Eikona, LLC-General business insights from time to time and list me as a member of his Board of Advisors. This is an informal role, has no set hours, responsibilities, agreements or compensation. Simply offering general, non-financial, business insights from time to time as needed. Start: 06/01/2022, Address: 406 Charleston Dr. Claremont, CA 91711, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 14) One Pacific Benefits, LLC-owner, Nature of Business: Personal lines of insurance, Start: 11/15/2023, Duties: Owner Address: 400 Indian Hills Blvd, Ste 2A, Claremont, CA 91711, 2 total hour per month; 2 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-09 |
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