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Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2026-04-17
IL RA APPROVED 2026-02-17
CO RA APPROVED 2026-02-16
CA RA APPROVED 2026-01-26
HI RA APPROVED 2026-01-26
OR RA APPROVED 2026-01-26
WA RA APPROVED 2026-01-26
FL RA APPROVED 2026-01-09
  • MT RA
    APPROVED
    Since 2026-04-17
  • IL RA
    APPROVED
    Since 2026-02-17
  • CO RA
    APPROVED
    Since 2026-02-16
  • CA RA
    APPROVED
    Since 2026-01-26
  • HI RA
    APPROVED
    Since 2026-01-26
  • OR RA
    APPROVED
    Since 2026-01-26
  • WA RA
    APPROVED
    Since 2026-01-26
  • FL RA
    APPROVED
    Since 2026-01-09

Branch Locations

5 Centerpointe Drive Suite 220, Lake Oswego, OR 97035 • United States

St Petersburg, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Park Avenue Securities St Petersburg FL 06/2026 Present
Guardian Life Insurance St Petersburg FL 06/2026 Present
Guardian Life Insurance Clermont FL 06/2022 06/2026
Park Avenue Securities Clermont FL 05/2025 06/2026
Marin Academy High School San Rafael CA 05/2014 05/2018
Chapman University Orange CA 05/2018 05/2022
Westpac Wealth Partners Clermont FL 05/2022 05/2025
  • 06/2026 → Present
    Park Avenue Securities
    St Petersburg, FL
  • 06/2026 → Present
    Guardian Life Insurance
    St Petersburg, FL
  • 06/2022 → 06/2026
    Guardian Life Insurance
    Clermont, FL
  • 05/2025 → 06/2026
    Park Avenue Securities
    Clermont, FL
  • 05/2014 → 05/2018
    Marin Academy High School
    San Rafael, CA
  • 05/2018 → 05/2022
    Chapman University
    Orange, CA
  • 05/2022 → 05/2025
    Westpac Wealth Partners
    Clermont, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
  • S66 Uniform Combined State Law Examination
    2025-11-25

View on SEC IAPD

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