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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tip Group Llc | Houston | TX | 10/2022 | 02/2024 |
| United States Marine Corps | Austin | TX | 01/2021 | 07/2024 |
| Multiple Carriers | Round Rock | TX | 02/2021 | 09/2024 |
| Family First Life | Houston | TX | 08/2020 | 12/2020 |
| Student | San Marcos | TX | 08/2018 | 07/2020 |
| Student | San Marcos | TX | 08/2017 | 12/2017 |
| Sonny's Plumbing | Friendswood | TX | 06/2017 | 08/2017 |
| Student | Houston | TX | 10/2012 | 05/2017 |
| N/A | San Marcos | TX | 12/2017 | 08/2018 |
| Park Avenue Investment Advisory, Llc | Houston | TX | 10/2024 | 12/2025 |
| Guardian Life Insurance Company | Houston | TX | 09/2024 | Present |
| Park Avenue Securities | Houston | TX | 12/2025 | Present |
| Park Avenue Securities | Needville | TX | 01/2026 | Present |
| Guardian Life Insurance Company | Needville | TX | 01/2026 | Present |
1) Rethink Wealth Start date: 04/17/2025, Address: 6907 Nichols Landing, Needville, TX 77461, 10 total hours per month; 10 during securities trading hours, Investment related, 2) Needville Tax Partners-Founder, Nature of Business: Tax prep, Start date: 02/19/2026, Address: 3040 Post Oak Blvd, Ste 1150 Houston, TX 77056, Duties: tax strategy, preparation, and compliance support 60 total hours per month; 40 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-08 |
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