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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-16 |
| AR | RA | APPROVED | 2025-08-11 |
| CA | RA | APPROVED | 2021-08-04 |
| MS | RA | APPROVED | 2020-04-13 |
| NC | RA | APPROVED | 2018-08-28 |
| GA | RA | APPROVED | 2005-02-03 |
| FL | RA | APPROVED | 2005-01-28 |
Branch Locations
1700 Summit Lake Drive Suite 200, Tallahassee, FL 32317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Tallahassee | FL | 01/2005 | Present |
| Park Avenue Securities | Tallahassee | FL | 01/2005 | Present |
1) Board Member at Elder Care Services, Start date: 4/8/23, Address: 2518 West Tennessee St,, Tallahassee FL 32304, 2 total hours per month; 2 during securities trading hours, Not Investment Related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-10 |
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