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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-28 |
| MS | RA | APPROVED | 2018-02-28 |
Branch Locations
900 Ashwood Parkway Suite 400, Atlanta, GA 30338 • United States
Crestview, FL • United States
Crestview, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee Fortenberrry | Jackson | MS | 01/2014 | 10/2016 |
| Northwestern Mutual Investment Services, Llc | Jackson | MS | 01/2014 | 12/2017 |
| Steven Dugal | Ridgeland | MS | 11/2016 | 12/2017 |
| Guardian Life Insurance | Crestview | FL | 12/2020 | Present |
| Park Avenue Securities | Crestview | FL | 12/2020 | Present |
| Guardian Life Insurance Co Of America | Jackson | MS | 12/2017 | 12/2020 |
| Park Avenue Securities, Llc | Jackson | MS | 02/2018 | 12/2020 |
1. Rental property Start: 02/03/2020 Address: 695 Sioux Circle Crestview, FL 32536 0 total hours per month, 0 during securities trading hours Investment related Less than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-24 |
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