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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
3040 Post Oak Blvd Suite 1150, Houston, TX 77056 • United States
Needville, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Austin | TX | 08/2015 | 05/2017 |
| Student | College Station | TX | 08/2017 | 12/2019 |
| Student - Texas A&M Financial Planning Program | Damon | TX | 01/2020 | 05/2021 |
| The Turquoise Knot Boutique | Damon | TX | 01/2019 | 12/2021 |
| Unemployed | Damon | TX | 01/2022 | 04/2022 |
| Multiple Carriers | Houston | TX | 04/2022 | 02/2025 |
| Tip Group Llc | Houston | TX | 09/2022 | 02/2025 |
| Guardian Life Insurance Company | Austin | TX | 02/2025 | 01/2026 |
| Park Avenue Investment Advisory | Austin | TX | 03/2025 | 12/2025 |
| Park Avenue Securities | Austin | TX | 12/2025 | 01/2026 |
| Park Avenue Securities | Houston | TX | 01/2026 | Present |
| Park Avenue Securities | Needville | TX | 01/2026 | Present |
| Guardian Life Insurance Company | Houston | TX | 01/2026 | Present |
| Guardian Life Insurance Company | Needville | TX | 01/2026 | Present |
1) Needville Education Foundation. Board Member Start date: 05/01/2023, Address: 16319 Hwy 36, Needville, TX, 77461 , 5 total hours per month; 1 during securities trading hours , Not investment related, Less than 10% annual compensation, 2) Products Other than Guardian-providing my clients with access to other insurance products outside of Guardian, Start date: 04/21/2025, Address: 1 3000 Chisholm Trail Rd #101 Round Rock, Tx 78681, 5 total hours per month; 2 during securities trading hours, Investment related More than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-02 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-13 |
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