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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-24 |
| NC | RA | APPROVED | 2026-05-07 |
| MI | RA | APPROVED | 2025-03-14 |
| IL | RA | APPROVED | 2025-03-02 |
| CO | RA | APPROVED | 2023-08-25 |
| FL | RA | APPROVED | 2023-08-25 |
| VA | RA | APPROVED | 2023-08-24 |
| OH | RA | APPROVED | 2016-01-20 |
Branch Locations
8425 Pulsar Place Suite 450, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Columbus | OH | 05/2016 | Present |
| Guardian Life Insurance Company | Columbus | OH | 05/2016 | Present |
1) Outside Insurance Products-sell insurance products besides Guardian and its subsidiaries, Start date: 09/13/2021, Address: 8425 Pulsar Place Suite 450 Columbus, OH 43240, 20 total hours per month; 20 during securities trading hours, Investment related, More than 10% annual compensation, 2) Financial Power of Attorney for Gloria Fisher- Provide financial assistance and advisement to mother who resides in assisted living, Start date: 02/07/2022, Address: 8199 Monroe, Unit 219, Lewis Center, OH 43035, 5-10 total hours per month; 2 during securities trading hours, Investment related, No annual compensation, 3) ESR Financial, LLC- created an LLC for certain business purposes, Start date:03/29/2019, Address: 8425 Pulsar Place Suite 450 Columbus, OH 43240, 2 total hours per month; 2 during securities trading hours, Not Investment related, No annual compensation, 4) LFG Benefits, Start Date: 6/2/2025, Address: 815 Grandview Avenue, Columbus, OH 43215, 10 total hours per month; 10 during securities trading hours, Investment related, Greater than 10% annual compensation, 5) Jorgensen Farms Advisory Board, Start Date: 2/5/26, Nature: Advisory Board, Address: 5851 E. Walnut St, Westerville, OH 43081, Duties: Provide advice/guidance on business expansion/No compensation, 3 total hours per month; 3 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-04 |
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