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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-05 |
| AR | RA | APPROVED | 2023-02-08 |
| ID | RA | APPROVED | 2022-05-06 |
| GA | RA | APPROVED | 2021-10-29 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2020-12-22 |
| OR | RA | APPROVED | 2020-08-12 |
| AZ | RA | APPROVED | 2017-06-08 |
| WA | RA | APPROVED | 2016-01-04 |
| OH | RA | APPROVED | 2011-06-29 |
| TX | RA | APPROVED | 2011-02-15 |
| HI | RA | APPROVED | 2006-06-22 |
| CA | RA | APPROVED | 2004-09-02 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
Poway, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | San Diego | CA | 08/2004 | 10/2017 |
| Park Avenue Securities | San Diego | CA | 09/2004 | 10/2017 |
| Guardian Life Insurance | La Jolla | CA | 10/2017 | 10/2021 |
| Park Avenue Securities | La Jolla | CA | 10/2017 | 10/2021 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
| Guardian Life Insurance Company | Poway | CA | 06/2024 | Present |
| Guardian Life Insurance Company | Poway | CA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-05 |
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