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Park Avenue Securities LLC CRD 46173
$19.6B regulatory AUM 38,649 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-05 |
Branch Locations
Lake Forest, CA • United States
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial For Lutherans | Minneapolis | MN | 10/2018 | 04/2024 |
| Ambassador Network | Brea | CA | 02/2016 | 04/2023 |
| Carmax | Buena Park | CA | 08/2018 | 10/2018 |
| Gardner Trucking | Chino | CA | 11/2017 | 12/2017 |
| Thrivent Investment Management Inc | Costa Mesa | CA | 04/2024 | 01/2026 |
| Thrivent Financial | Appleton | WI | 06/2024 | 10/2024 |
| Thrivent Financial | Appleton | WI | 10/2024 | 01/2026 |
| Grace Community Church Of Saddleback Valley | Lake Forest | CA | 12/2025 | Present |
| Guardian Life Insurance Company | Irvine | CA | 06/2026 | Present |
| Park Avenue Securities | Irvine | CA | 07/2026 | Present |
| Park Avenue Securities | Lake Forest | CA | 07/2026 | Present |
| Guardian Life Insurance Company | Lake Forest | CA | 06/2026 | Present |
1) Outside Insurance Broker - Broker of insurance products other than those offered through Guardian and its subsidiaries, Start Date: 06/19/2026, Address: 2855 Michelle Dr. Suite 110, Irvine, CA 92606, 4 total hours per month; 4 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Grace Community Church of Saddleback Valley - I am employed as a pastor at Grace Community Church. I provide a 30 minute sermon 40 weeks a year. I provide weekly supervision and training of volunteer leaders (ushers, musicians, teachers, facilities volunteers, etc). I provide Bible-based pastoral counseling to church members. I am not a corporate officer. I do not have direct oversight or access to church finances and have no check-signing authority. I do not interact directly with donors or church members about their financial giving. I am not directly leading fund-raising efforts for the church, this is the responsibility of the Corporate Treasurer. I speak about Bible verses related to personal finances (stewardship) and financial generosity 2-4 times a year in sermons. , Start Date: 12/01/2025, Address: 26052 Trabuco Rd, Lake Forest, CA 92630, 128 hours per month; 60 during securities trading hours, Not investment related, 26-50% annual compensation, 3) Ambassador Network - A non-profit Christian ministry that provides church consulting and training to pastors. My role is as a board member, the Treasurer. We meet twice a year to review the work of the founder and other contractors who provide consulting services to churches., Start Date: 01/01/2026, Address: 438 E Katella Ave, Ste 212, Orange, CA 92867, 2 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-03 |
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