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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-01 |
| PA | RA | APPROVED | 2025-11-05 |
| FL | RA | APPROVED | 2025-10-14 |
| LA | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED_RES | 2024-04-09 |
| CA | RA | APPROVED | 2024-01-23 |
| ID | RA | APPROVED | 2023-04-12 |
| CO | RA | APPROVED | 2022-06-28 |
| UT | RA | APPROVED | 2018-01-31 |
Branch Locations
756 East Winchester Blvd Suite 304, Murray, UT 84107 • United States
Ogden, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 08/2016 | 10/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2016 | 10/2017 |
| Guardian Life Insurance Company | Ogden | UT | 12/2017 | Present |
| Park Avenue Securities | Ogden | UT | 01/2018 | Present |
1. ZB Family Trust for wife, Start: 4/9/2021, Address: 3650 Gramercy Ave. Ogden, UT 84403, 1 total hour a month; 0 during securities trading hours, Not investment related, No compensation, 2. Insurance Products other than Guardian, Start: 7/24/25, Address: 756 E Winchester Blvd. Suite 304 Murray, UT 84107, 5 total hours per month; 5 during securities trading hours, Investment related, Greater than 10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-30 |
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