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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-28 |
| TN | RA | APPROVED | 2026-07-28 |
Branch Locations
101 Westpark Dr Suite 310, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Brentwood | TN | 04/2026 | Present |
| Unemployed | Placerville | CA | 06/2025 | 03/2026 |
| Northeastern University | Boston | MA | 02/2024 | 05/2025 |
| Windrose Advisors | Waltham | MA | 07/2023 | 01/2024 |
| Northeastern University | Boston | MA | 02/2023 | 06/2023 |
| Morgan Stanley | Boston | MA | 07/2022 | 01/2023 |
| Northeastern University | Boston | MA | 09/2020 | 06/2022 |
| Unemployed | Pleasanton | CA | 07/2020 | 08/2020 |
| Robert Louis Stevenson School | Pebble Beach | CA | 09/2016 | 06/2020 |
| Park Avenue Securities | Brentwood | TN | 07/2026 | Present |
1) Insurance other than Guardian through Ash brokerage (Assurity) - I am the primary FR on a case where we will be writing disability insurance through Ask Brokerage., Start date: 06/19/2026, Address: 101 Westpark Dr. Suite 310, Brentwood, TN 37027, 2 total hours per month; 2 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
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