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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-05 |
| WV | RA | APPROVED | 2026-01-23 |
| PA | RA | APPROVED | 2025-03-18 |
| NY | RA | APPROVED | 2024-06-10 |
| SD | RA | APPROVED | 2024-06-03 |
| AL | RA | APPROVED | 2024-01-17 |
| AZ | RA | APPROVED | 2022-08-31 |
| NH | RA | APPROVED | 2022-02-15 |
| LA | RA | APPROVED | 2021-09-14 |
| NJ | RA | APPROVED | 2021-05-28 |
| TX | RA | APPROVED_RES | 2018-03-16 |
| NC | RA | APPROVED | 2018-01-30 |
| WA | RA | APPROVED | 2015-02-20 |
| IL | RA | APPROVED | 2015-01-16 |
| SC | RA | APPROVED | 2005-09-09 |
| IN | RA | APPROVED | 2002-11-01 |
| KY | RA | APPROVED | 2002-09-25 |
| CA | RA | APPROVED | 2002-09-18 |
| CO | RA | APPROVED | 2002-09-11 |
| FL | RA | APPROVED | 2001-04-30 |
| OH | RA | APPROVED | 2001-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Cincinnati | OH | 10/1991 | Present |
| Park Avenue Securities Llc | Cincinnati | OH | 05/1999 | Present |
1. CO-TRUSTEE/CO-EXECUTOR OF PARENTS TRUST Start: 02/03/2004 Address: 419 Plum St, Cincinnati, Ohio 45202 1 bus hr per month Investment Related 2. Lifetime Financial Growth LLC Broker other life insurance, health insurance products as well as 401k products. Start: 01-01-2006 Address: 419 Plum St, Cincinnati, Ohio 45202 2 bus hrs per month Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-14 |
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