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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-23 |
| NC | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED | 2026-03-23 |
| WA | RA | APPROVED | 2026-03-23 |
Branch Locations
5405 Morehouse Drive Suite 245, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | San Diego | CA | 03/2025 | Present |
| Northwestern Mutual | San Diego | CA | 11/2024 | 03/2025 |
| Unemployed | San Diego | CA | 07/2024 | 11/2024 |
| Wells Fargo Advisors | San Diego | CA | 07/2022 | 07/2024 |
| Unemployed | San Diego | CA | 06/2022 | 07/2022 |
| Southwest Airlines | San Diego | CA | 01/2022 | 06/2022 |
| Pottery Barn | San Diego | CA | 12/2021 | 01/2022 |
| Unemployed | San Diego | CA | 10/2020 | 12/2021 |
| Chi Aviation | Howell | MI | 08/2017 | 10/2020 |
| Jetblue Airways | Boston | MA | 08/2013 | 08/2017 |
| Park Avenue Securities | San Diego | CA | 10/2025 | Present |
1) Outside Insurance Sales - Outside Insurance Sales, Start date: 3/18/2025, Address: 125 Arbor Drive, Apt 9, San Diego, CA 92103, 10 total hours per month; 10 during securities trading hours, Investment related, Less than 10% annual compensation, 2) National Gay Pilots Association - San Diego Chapter Director, -organize social events, -lead membership drives, -speak at local universities/colleges, Start date: 2/1/2025, Address: PO Box 14150, St. Paul, MN 55114, USA, 5 total hours per month; 3 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
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