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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-11 |
| WI | RA | APPROVED | 2025-12-03 |
| VA | RA | APPROVED | 2025-07-23 |
| AZ | RA | APPROVED | 2025-06-16 |
| NM | RA | APPROVED | 2025-02-26 |
| DE | RA | APPROVED | 2022-03-16 |
| NC | RA | APPROVED | 2022-02-10 |
| WY | RA | APPROVED | 2021-12-09 |
| MT | RA | APPROVED | 2021-11-22 |
| FL | RA | APPROVED | 2021-11-10 |
| NY | RA | APPROVED | 2021-04-16 |
| ID | RA | APPROVED | 2021-02-10 |
| TX | RA | APPROVED_RES | 2021-02-04 |
| OR | RA | APPROVED | 2020-04-21 |
| PA | RA | APPROVED | 2019-06-21 |
| NV | RA | APPROVED | 2019-04-22 |
| IL | RA | APPROVED | 2019-03-07 |
| WA | RA | APPROVED | 2018-08-09 |
| CO | RA | APPROVED | 2018-06-13 |
| NJ | RA | APPROVED | 2018-02-08 |
| IN | RA | APPROVED | 2017-11-21 |
| CA | RA | APPROVED | 2017-09-20 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
Oceanside, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | San Diego | CA | 05/2016 | 10/2017 |
| Park Avenue Securities | San Diego | CA | 10/2016 | 10/2017 |
| Guardian Life Insurance | La Jolla | CA | 10/2017 | 11/2017 |
| Park Avenue Securities | La Jolla | CA | 10/2017 | 11/2017 |
| Guardian Life Insurance | Carlsbad | CA | 11/2017 | 09/2020 |
| Park Avenue Securities | Carlsbad | CA | 11/2017 | 09/2020 |
| Guardian Life Insurance Company | La Jolla | CA | 09/2020 | 10/2021 |
| Park Avenue Securities | La Jolla | CA | 09/2020 | 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 | Oceanside | CA | 06/2024 | Present |
| Guardian Life Insurance Company | Oceanside | CA | 06/2024 | Present |
1) Active Financial Strategies Inc., Owner, Created for tax purposes Start: 02/18/2025, Address: 5280 Carroll Canyon Rd, Suite 300, San Diego, CA, 92121 30 total hours per month, 30 during securities trading hours, More than 10% annual compensation, Investment related, 2) Insurance outside of Guardian, Start: 08/25/2025, Address: 5280 Carroll Canyon Rd, Suite 300, San Diego, CA, 92121, 5 total hours per month, 5 during securities trading hours, Investment related, Less than 10% annual compensation, 3) Brewtiful Grind, LLC-owner, Nature of Business: coffee shop, Start date: 02/01/2026, Address: 2604-B El Camino Real Unit No. 223 Carlsbad, CA 92008, Duties: Franchise owner, running the business, 4 total hours per month; 2 during securities trading hours, Not investment related, 4) Rental Real Estate -owner, Nature of Business: rental property, Start date: 02/01/2026, Address: 4336 Deergrove Road Memphis, TN 38141, Duties: rental property owner,, 1 total hours per month; 1 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-07 |
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