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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-07 |
| CO | RA | APPROVED | 2026-01-12 |
| FL | RA | APPROVED | 2026-01-12 |
| MD | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED_RES | 2025-04-24 |
| GA | RA | APPROVED | 2023-06-12 |
| NC | RA | APPROVED | 2023-02-24 |
| PA | RA | APPROVED | 2023-02-24 |
| VA | RA | APPROVED | 2023-02-24 |
| OH | RA | APPROVED | 2015-09-23 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
Hinckley, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Beachwood | OH | 09/2015 | Present |
| Park Ave Securities | Beachwood | OH | 09/2015 | Present |
| Guardian Life Insurance Company | Hinckley | OH | 06/2024 | Present |
| Park Avenue Securities | Hinckley | OH | 06/2024 | Present |
1) Fixed Insurance outside of Guardian, Start Date: 1/1/2024, Address: 24500 Chagrin Blvd, Suite 200, Beachwood, OH 44122, 1 total hour per month; 1 during securities trading hours, Investment Related, Less than 10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-11 |
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