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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-21 |
| SC | RA | APPROVED | 2013-11-25 |
| NC | RA | APPROVED | 2013-11-21 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Charlotte | NC | 11/2013 | Present |
| Park Avenue Securities | Charlotte | NC | 11/2013 | Present |
1. Individual Health I sell individual health policies, Medicare supplements and Long Term Care policies Start: 01/01/2013 Address: 6115 Park South Drive # 200 Charlotte, NC 28210 2 bus hrs per month Investment related 2. Individual Life and DI Start: 11/01/2013 Address: 6115 Park South Drive # 200 Charlotte NC 28210 1 bus hr per month Investment Related 3. Board Member, Society of Financial Services Professional General Board Member Start: 06/05/2019 Address: 4600 Park Road, Suite 303 Charlotte NC 28209 5 bus hrs per month Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-01 |
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