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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-13 |
| MI | RA | APPROVED | 2024-02-01 |
| AR | RA | APPROVED | 2023-12-14 |
| ID | RA | APPROVED | 2023-10-17 |
| CO | RA | APPROVED | 2022-10-28 |
| NY | RA | APPROVED | 2022-09-23 |
| OR | RA | APPROVED | 2021-10-19 |
| DE | RA | APPROVED | 2020-12-08 |
| OK | RA | APPROVED | 2020-06-05 |
| ME | RA | APPROVED | 2020-02-14 |
| TX | RA | APPROVED_RES | 2017-09-25 |
| GA | RA | APPROVED | 2016-10-17 |
| FL | RA | APPROVED | 2015-11-03 |
| NC | RA | APPROVED | 2015-10-29 |
| NJ | RA | APPROVED | 2015-08-18 |
| CA | RA | APPROVED | 2015-05-12 |
| WA | RA | APPROVED | 2015-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Bothell | WA | 03/2014 | 06/2019 |
| Park Ave Secruties | Bothell | WA | 09/2014 | 06/2019 |
| Guardian Life Insurance Company | Kirkland | WA | 06/2019 | 10/2021 |
| Park Avenue Securities | Kirkland | WA | 06/2019 | 10/2021 |
| Guardian Life Insurance Company | Bothell | WA | 10/2021 | 09/2024 |
| Park Avenue Securities | Bothell | WA | 10/2021 | 09/2024 |
| Guardian Life Insurance Company | Duval | WA | 06/2024 | Present |
| Park Avenue Securities | Duval | WA | 06/2024 | Present |
| Guardian Life Insurance Company | Bellevue | WA | 09/2024 | 08/2026 |
| Park Avenue Securities | Bellevue | WA | 09/2024 | 08/2026 |
| Guardian Life Insurance Company | Lynnwood | WA | 08/2026 | Present |
| Park Avenue Securities | Lynnwood | WA | 08/2026 | Present |
1. Quantified Financial Partners LLC- DBA, Start: 09/30/2016, Address: 20021 120th Ave NE #103 Bothell, WA 98011, 0 hrs per month, Investment related, 2. E-book-E-book to put on our DBA website, Start: 06/29/2018, Address: 20021 120th ave ne #103 Bothell, WA 98011, 1 bus hr per month, Not Investment related, 3. Beer and Money Podcast-Alex Collins and I will be hosting this podcast, Start: 08/07/2019, Address: 804 Kirkland Ave, suite 100 Kirkland, WA 98033, Hrs per month - tot/bus: 5/1, Not investment related, 4. Holistic Finance Podcast-This is the title of a podcast, Start: 08/15/2019, Address: 804 Kirkland Ave, suite 100 Kirkland, WA 98033, Hrs per month - tot/bus: 5/2, Not investment related, 5) Insurance products other than those offered through Guardian and its subsidiaries, Start: 04/01/2021, Address: 803 Kirkland Ave, suite 100 Kirkland, WA 98033, 8 total hours per month, 8 during securities trading hours, Investment related, Less than 10% annual compensation, 6) Ryan Burklo Life Coaching/Podcasts -Coaching sales professionals in the financial & non-financial services industry, Start: 11/22/2021, Address: 27722 NE 146th Way Duvall, WA 98019, 6 total hours per month, 4 during securities trading hours, Not investment related, Less than 10% annual compensation, 7) Executor for parents estate , Start: 02/23/2022, Address: 2328 Appellation New Braunfels, TX 78132, 0 total hours per month, 0 during securities trading hours, Not investment related, No annual compensation, 8) Junior Varsity (JV) Basketball Coach, Start: 11/13/2023, Address: 29000 NE 150th St, Duvall, WA 98019, 32 total hours per month, 0 during securities trading hours, Less than 10% annual compensation, Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-10 |
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