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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-29 |
| WI | RA | APPROVED | 2026-07-07 |
Branch Locations
8010 Excelsior Drive Suite 200, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deforest School District | Deforest | WI | 08/2012 | 07/2019 |
| Uw-Whitewater | Whitewater | WI | 08/2019 | 12/2022 |
| Mariners Inn | Madison | WI | 04/2020 | 12/2022 |
| Guardian Life Insurance Company | Madison | WI | 05/2022 | Present |
| Park Avenue Securities | Madison | WI | 10/2023 | Present |
| Park Avenue Securities | Columbus | WI | 10/2024 | 11/2024 |
| Guardian Life Insurance Company | Columbus | WI | 10/2024 | 11/2024 |
1. Power of Attorney for my Dad, Start: 04/29/2025, Address: Columbus, WI., 0 total hours No annual compensation, Not investment related, 2. Power of Attorney for my Mom, Start: 04/29/2025, Address: Columbus, WI., 0 total hours No annual compensation, Not investment related, 3) Insurance other than Guardian-Broker, Nature of Business: Insurance sales, Start date: 04/22/2026, Address: 8010 Excelsior Dr. Suite 200 Madison, WI 53717, Duties: Insurance other than Guardian 1 total hours per month; 1 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-04 |
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