Irma Montes

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → Present
  Guardian Life Insurance Company
  Atlanta, GA
• 11/2015 → 12/2021
  The Home Depot
  Denver, CO
• 01/2022 → 09/2022
  Unemployed
  Denver, CO
• 01/2024 → Present
  Park Avenue Securities Llc
  Atlanta, GA

Other Businesses

1. Power of Attorney for Mother, Start Date: 3/21/2023, Address: 3135 Seven Pines Ct., Unit 203, Atlanta, GA 30339, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 2. LDIM Enterprises, LLC, Start Date: 4/25/2023, Address: 3135 Seven Pines Ct., Unit 203, Atlanta, GA 30339, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 3. Rental Properties, Start Date: 8/1/2022, Address: 1556 S. King St., Denver, CO 80219, 1 total hour per month; 0 during securities trading hours, Investment related, Greater than 10% annual compensation,

Exams

• S66 Uniform Combined State Law Examination
  2025-01-17