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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-02 |
| IA | RA | APPROVED | 2002-06-25 |
| CT | RA | APPROVED | 2002-06-05 |
| CA | RA | APPROVED | 2002-06-03 |
| AZ | RA | APPROVED | 2002-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Santa Cruz | CA | 05/1999 | Present |
| Guardian Life Insurance Co Of America | Santa Cruz | CA | 10/1986 | Present |
| Park Avenue Securities Llc | Tuscon | AZ | 11/2008 | Present |
| Guardian Life Insurance Agency | Tuscon | AL | 11/2008 | Present |
1. CLINTON DAVIS FINANCIAL SERVICES, Inc. Arizona Sub "S" corporation and is the business entity I own and operate under for the sale and service of Guardian and non-Guardian insurance products. Clinton Davis Financial Services, Inc. owns the California corporation William D. Dettle Insurance Agency, Inc. dba Dettle Insurance located in Santa Cruz, CA. Dettle Insurance is primarily a group and individual health and life agency conducting sales and service of products not offered through Guardian Start: 01/01/2002 Address: 6890 E. Sunrise Drive, Suite 120-497 Tucson, AZ 85750 Hrs per month - Tot/Bus: 20/10 Investment Related 2. FINANCE COMMITTEE - CHURCH Serve as the Chair of the Risk Sub-committee of the Finance Committee for the Saint Philip's in the Hills Episcopal Church in Tucson, AZ. Review and make recommendations regarding the church's insurance coverages and occasionally help out with service issues Start: 07/01/2006 Address: 4440 N. Campbell Avenue Tucson, AZ 85718 4 non bus hrs per month Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-07 |
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