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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-13 |
| OR | RA | APPROVED | 2025-02-26 |
| MD | RA | APPROVED | 2025-01-30 |
| MA | RA | APPROVED | 2025-01-27 |
| DC | RA | APPROVED | 2025-01-21 |
| IL | RA | APPROVED | 2025-01-17 |
| MI | RA | APPROVED | 2025-01-14 |
| AL | RA | APPROVED | 2025-01-13 |
| CO | RA | APPROVED | 2025-01-10 |
| ID | RA | APPROVED | 2025-01-10 |
| CT | RA | APPROVED | 2025-01-09 |
| IA | RA | APPROVED | 2025-01-09 |
| NC | RA | APPROVED | 2025-01-09 |
| SC | RA | APPROVED | 2025-01-09 |
| WI | RA | APPROVED | 2025-01-09 |
| AK | RA | APPROVED | 2025-01-08 |
| AR | RA | APPROVED | 2025-01-08 |
| GA | RA | APPROVED | 2025-01-08 |
| IN | RA | APPROVED | 2025-01-08 |
| KS | RA | APPROVED | 2025-01-08 |
| MN | RA | APPROVED | 2025-01-08 |
| OH | RA | APPROVED | 2025-01-08 |
| OK | RA | APPROVED | 2025-01-08 |
| PA | RA | APPROVED | 2025-01-08 |
| VA | RA | APPROVED | 2025-01-08 |
| WV | RA | APPROVED | 2025-01-08 |
| CA | RA | APPROVED | 2025-01-07 |
| NJ | RA | APPROVED | 2025-01-07 |
| NY | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED_RES | 2025-01-07 |
| UT | RA | APPROVED | 2025-01-07 |
| VT | RA | APPROVED | 2025-01-07 |
| WA | RA | APPROVED | 2025-01-07 |
| FL | RA | APPROVED | 2013-02-07 |
Branch Locations
10001 Tamiami Trail North Suite 205-217, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Electric | Naples | FL | 04/2005 | 09/2020 |
| Park Avenue Securities | Naples | FL | 08/2014 | 03/2017 |
| Guardian Life Ins Company | Naples | FL | 08/2014 | 03/2017 |
| Guardian Life Insurnace | Fort Myers | FL | 03/2017 | Present |
| Park Avenue Securities | Fort Myers | FL | 03/2017 | Present |
| Guardian Life Insurnace Company | Naples | FL | 06/2024 | Present |
| Park Avenue Securities | Naples | FL | 06/2024 | Present |
1. Sale of Fixed life products other than Guardian, Start: 09/01/2010, Nature: Insurance products other than Guardian, Address: 14021 Metropolis Ave, Fort Myers, FL 33912, Duties: Independent Agent selling products other than Guardian, 2 total hours per month; 2 during securities trading hours, Investment related, 2. Doctors Wealthcare LLC-LLC under which I am working with my guardian contract,. Start: 05/06/2015, Address:14021 Metropolis Ave, Fort Myers, FL 33912, 1 bus hr per month, Investment related, 3. Doctors Student Loan Care-assist individuals with figuring out all of their repayment options, Start: 05/15/2016, Address: 14021 Metropolis Ave, Fort Myers, FL 33912, Hrs per month - Tot/Bus: 8/4, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-19 |
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