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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-09-16 |
| OR | RA | APPROVED | 2025-09-08 |
| NV | RA | APPROVED | 2025-01-22 |
| IN | RA | APPROVED | 2024-12-16 |
| OH | RA | APPROVED | 2024-01-31 |
| WA | RA | APPROVED | 2022-01-11 |
| TX | RA | APPROVED_RES | 2020-07-09 |
| AZ | RA | APPROVED | 2019-11-26 |
| CA | RA | APPROVED | 2017-02-02 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | San Diego | CA | 01/2014 | 10/2021 |
| Park Avenue Securities | San Diego | CA | 08/2014 | 10/2017 |
| Park Avenue Securities | La Jolla | CA | 10/2017 | 10/2021 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
| Guardian Life Insurance Company | San Diego | CA | 06/2024 | Present |
| Guardian Life Insurance Company | San Diego | CA | 06/2024 | Present |
1. Trustee - Vojislav Selezan Trust-Provide rental management of real estate property, Start: 06/01/2015, Address: 5055 Collwood Blvd, Unit 218 San Diego, CA 92115, 1 non bus hr per month, Investment related, 2. Liberty ID-Offers third party identity protection and restoration services,. Start: 08/02/2017, Address: 750 B St. Suite 2740 San Diego, CA 92101, 1 bus hr per month, Not investment related, 3. Outside Insurance-Outside health insurance writing,. Start: 03/30/2018, Address: 4275 Executive Sq., Suite 800 La Jolla, CA 92037, 1 bus hr per month, Investment related, 4) Western Diocese-Vice President, Nature of Business: Religious non-profit, Start date: 04/01/2026, Address: 1621 West Garvey Avenue Alhambra, CA 91803, Duties: expanding the mission, member relations, charity functions. 2 total hours per month; 0 during securities trading hours, Not investment related, 5) Metropolitan John Zizioulas Foundation-Board of Directors, Nature of Business: Foundation, Start date: 04/01/2026, Address: 1621 West Garvey Avenue Alhambra, CA 91803, Duties: attend board meetings and make author's works and books available for the general public. . 2 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-25 |
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