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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-03 |
| CA | RA | APPROVED | 2026-02-26 |
| TX | RA | APPROVED | 2025-12-08 |
Branch Locations
10801-1 N. Mopac Expressway Suite 350, Austin, TX 78759 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 12/2016 | 12/2022 |
| New York Life Insurance Company | Dallas | TX | 08/2016 | 12/2022 |
| Eagle Strategies Llc | Frisco | TX | 09/2020 | 12/2022 |
| The Prudential Insurance Company Of America | Plano | TX | 12/2022 | 08/2023 |
| Pruco Securities, Llc | Plano | TX | 12/2022 | 08/2023 |
| Mml Investors Services, Llc | Georgetown | TX | 08/2023 | 10/2025 |
| Massmutual Life Insurance Co | Georgetown | TX | 08/2023 | 10/2025 |
| Guardian Life Insurance Company | Austin | TX | 10/2025 | Present |
| Park Avenue Securities Llc | Austin | TX | 11/2025 | Present |
1) Insurance other than Guardian-Agent, Nature of Business: Insurance sales, Start date: 10/15/2025, Address: 10801-1 N Mopac Expy Suite 350, Austin, TX 78759, Duties: Insurance other than Guardian 10 total hours per month; 4 during securities trading hours, Investment related, 2) WHIRL Networks-founder, Nature of Business: Networking group, Start date: 01/01/2025, Address: 204 Stonewood Ln Georgetown, TX 78626, Duties: Insurance other than Guardian 8 total hours per month; 2 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-19 |
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