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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-16 |
| GA | RA | APPROVED | 2019-11-20 |
| FL | RA | APPROVED | 2016-10-24 |
Branch Locations
1700 Summit Lake Drive Suite 200, Tallahassee, FL 32317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securties | Tallahassee | FL | 10/2014 | Present |
| Guardian Life Insurance | Tallahassee | FL | 10/2014 | Present |
1. Power of Attorney - Husband, Start Date: 5/17/2023, Address: 210 Phelps Rd. Lamont, FL 32336, 1 total hour per month; 1 during securities trading hours, Not Investment related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-29 |
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