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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-20 |
| MN | RA | APPROVED | 2023-06-27 |
| TX | RA | APPROVED | 2023-06-27 |
| AZ | RA | APPROVED | 2023-06-08 |
Branch Locations
9336 E Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leaderone Financial Corporation | Scottsdale | AZ | 04/2017 | 02/2024 |
| Movement Mortgage | Scottsdale | AZ | 01/2014 | 04/2017 |
| Guardian Life Insurance | Scottsdale | AZ | 01/2023 | 09/2024 |
| Park Avenue Securities | Scottsdale | AZ | 01/2023 | 09/2024 |
| Guardian Life Insurance Company | Paynesville | MN | 09/2024 | 01/2025 |
| Park Avenue Securities | Paynesville | MN | 09/2024 | 01/2025 |
| Guardian Life Insurance Company | Scottsdale | AZ | 10/2024 | Present |
| Park Avenue Securities | Scottsdale | AZ | 10/2024 | Present |
| Guardian Life Insurance Company | Sleepy Eye | MN | 01/2025 | Present |
| Park Avenue Securities | Sleepy Eye | MN | 01/2025 | Present |
1. Residential Mortgage Broker Barrett Financial Group, Start Date: 2/15/2024, Address: 275 E Rivulon Blvd., Ste. 200, Gilbert, AZ 85297, 80 total hours a month; 40 during securities trading hours, More than 10% annual compensation, Investment Related, 2. Insurance outside of Guardian, Start Date: 9/23/2025, Address: 9336 E Raintree Drive, Ste 110 Scottsdale, AZ 85260, 1 total hour/month; 1 during securities trading hours, <10% annual compensation, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
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