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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-07-28 |
| WY | RA | APPROVED | 2025-10-20 |
| AZ | RA | APPROVED | 2025-08-01 |
| HI | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED_RES | 2024-02-06 |
| IL | RA | APPROVED | 2023-06-08 |
| WA | RA | APPROVED | 2023-06-05 |
| NM | RA | APPROVED | 2020-10-02 |
| OR | RA | APPROVED | 2020-08-24 |
| CA | RA | APPROVED | 2020-08-17 |
| FL | RA | APPROVED | 2020-08-17 |
Branch Locations
3550 Excel Drive Suite 100, Medford, OR 97504 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Ins | Lake Osego | OR | 04/2002 | 03/2017 |
| Metlife Securites | Lake Osego | OR | 04/2002 | 03/2017 |
| Mml Investors Services, Llc | Medford | OR | 03/2017 | 12/2019 |
| Massmutual Life Insurance Company | Medford | OR | 07/2016 | 12/2019 |
| Guardian Life Insurance | Medford | OR | 01/2020 | 01/2020 |
| Park Avenue Securities | Medord | OR | 01/2020 | 01/2020 |
| Guardian Life Insurance | Medford | OR | 01/2020 | Present |
| Park Avenue Securities | Medford | OR | 01/2020 | Present |
1) Medicare Supplement Sales-Independent contractor selling Medicare supplement policies, Start date: 12/16/2019 Address: 132 Osprey Vista, Shady Cove, OR 97539, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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