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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-22 |
| MD | RA | APPROVED | 2026-04-09 |
| OH | RA | APPROVED | 2026-01-30 |
| PA | RA | APPROVED | 2026-01-21 |
| LA | RA | APPROVED | 2025-06-09 |
| DC | RA | APPROVED | 2025-03-13 |
| MI | RA | APPROVED | 2025-02-06 |
| IL | RA | APPROVED | 2025-01-06 |
| GA | RA | APPROVED | 2024-10-17 |
| NY | RA | APPROVED | 2024-09-07 |
| FL | RA | APPROVED | 2024-07-19 |
| NC | RA | APPROVED | 2024-07-12 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
Huntersville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young | Charlotte | NC | 05/2021 | 01/2024 |
| Morningstar | Chicago | IL | 09/2015 | 05/2021 |
| Park Avenue Securities | Charlotte | NC | 02/2024 | Present |
| Guardian Life Insurance Company | Charlotte | NC | 02/2024 | Present |
| Guardian Life Insurance Company | Huntersville | NC | 10/2024 | Present |
| Park Avenue Securities | Huntersville | NC | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-02 |
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