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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-20 |
| IN | RA | APPROVED | 2026-05-28 |
| CO | RA | APPROVED | 2025-10-01 |
| MO | RA | APPROVED | 2025-09-18 |
| NY | RA | APPROVED | 2025-07-16 |
| WA | RA | APPROVED | 2025-03-04 |
| VA | RA | APPROVED | 2025-01-06 |
| VI | RA | APPROVED | 2024-02-06 |
| PA | RA | APPROVED | 2023-09-26 |
| OR | RA | APPROVED | 2023-06-28 |
| AL | RA | APPROVED | 2023-03-09 |
| DC | RA | APPROVED | 2022-05-25 |
| MD | RA | APPROVED | 2022-05-03 |
| CA | RA | APPROVED | 2022-01-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Lake Avenue Church | Pasadena | CA | 01/2000 | 03/2022 |
| Guardian Life Insurance Company | Claremont | CA | 01/2022 | 06/2024 |
| Park Avenue Securities | Claremont | CA | 01/2022 | 06/2024 |
| First Financial Consulting | Pasadena | CA | 04/2016 | 01/2022 |
| Agent | Pasadena | CA | 06/2024 | Present |
| Guardian Life Insurance Company | Pasadena | CA | 06/2024 | Present |
| Guardian Life Insurance Company | Irvine | CA | 06/2024 | Present |
| Park Avenue Securities | Irvine | CA | 06/2024 | Present |
1) Consulting-provide financial reporting services for Pasadena Nazarene Church and Lake Avenue Church as an independent contractor, Start: 03/01/2019, Address: 1536 E Orange Grove Blvd Pasadena, CA 91104, 7 total hours per month; 0 during securities trading hours, Less than 10% annual compensation, Not investment related, 2) Trustee for Parent Trust, Start date: 01/01/2015, Address: 1536 E Orange Grove Pasadena CA 91104 , 0 total hours per month; 0 during securities trading hours, Less than 10% annual compensation, Investment related, 3) CPA, I have an active license, Start date: 01/19/1996 Address: 1536 E Orange Grove Pasadena CA 91104 , 0 total hours per month; 0 during securities trading hours, No annual compensation, Investment related, 4) Trustee for In-Laws Trust, Start: 08/12/2024, Address: 1536 E Orange Grove Blvd., Pasadena, CA 91104, 0 total hours per month, No annual compensation, Not investment related, 5) Outside insurance sales-Insurance products other than those offered through Guardian and its subsidiaries, Start: 07/15/2025, Address: 2875 Michelle Dr Suite 110 Irvine CA 92606, 1 total hours per month; 1 during securities trading hours, More than 10% annual compensation, Investment related, 6) Organizational Services-organizer, Nature of Business: organize their personal office spaces, Start date: 04/01/2026, Address: 1536 E Orange Grove Blvd, Pasadena, CA 91104, Duties: Insurance other than Guardian 2 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-13 |
| S65 | Uniform Investment Adviser Law Examination | 2016-03-04 |
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