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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-01 |
| NC | RA | APPROVED | 2023-06-09 |
| NV | RA | APPROVED | 2022-09-22 |
| FL | RA | APPROVED | 2022-03-18 |
| IN | RA | APPROVED | 2022-02-23 |
| NM | RA | APPROVED | 2022-01-20 |
| MD | RA | APPROVED | 2021-05-13 |
| TX | RA | APPROVED_RES | 2020-11-19 |
| CA | RA | APPROVED | 2019-02-13 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
949 S Coast Drive Suite 220, Costa Mesa, CA 92626 • United States
Walnut, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co. Of America | San Diego | CA | 06/2014 | 09/2017 |
| Park Avenue Securities, Llc | San Diego | CA | 07/2017 | 09/2017 |
| Guardian Life Insurance Company | Irvine | CA | 09/2017 | 03/2021 |
| Park Avenue Securities | Irvine | CA | 09/2017 | 03/2021 |
| Guardian Life Insurance Company | La Jolla | CA | 03/2021 | 10/2021 |
| Park Avenue Securities | La Jolla | CA | 03/2021 | 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 | Costa Mesa | CA | 02/2024 | Present |
| Park Avenue Securities | Costa Mesa | CA | 02/2024 | Present |
| Guardian Life Insurance Company | Walnut | CA | 06/2024 | Present |
| Guardian Life Insurance Company | Walnut | CA | 06/2024 | Present |
1. Health Insurance Appointment I have been appointed with Cal Choice to sell their Platform of Health Insurance. Start: 11/16/2015 Address: N/A Hrs per month - tot/bus: 6/4 Investment related 2. Restaurant Owner I am a part owner of a small family restaurant. I help manage the kitchen staff. Start: 04/01/2019 Address: 147 E. COLLEGE ST COVINA, CALIFORNIA 91723 Hrs per month - tot/bus: 20/2 Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-22 |
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