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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-19 |
| MT | RA | APPROVED | 2026-08-05 |
| CT | RA | APPROVED | 2026-01-07 |
| IL | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED_RES | 2025-06-03 |
| WI | RA | APPROVED | 2024-10-10 |
| NV | RA | APPROVED | 2024-07-23 |
| GA | RA | APPROVED | 2024-03-06 |
| MD | RA | APPROVED | 2023-09-27 |
| NH | RA | APPROVED | 2023-04-05 |
| NY | RA | APPROVED | 2023-01-18 |
| AZ | RA | APPROVED | 2022-11-14 |
| DC | RA | APPROVED | 2022-06-27 |
| FL | RA | APPROVED | 2022-03-25 |
| CA | RA | APPROVED | 2021-05-21 |
| MI | RA | APPROVED | 2021-01-07 |
| NC | RA | APPROVED | 2018-06-12 |
| SC | RA | APPROVED | 2018-05-30 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Greer | SC | 01/2017 | 04/2020 |
| Outreach North America | Greenville | SC | 10/2014 | Present |
| Park Avenue Securities | Greer | SC | 05/2017 | 04/2020 |
| Guardian Life Insurance Company | Charlotte | NC | 04/2020 | Present |
| Park Avenue Securities | Charlotte | NC | 04/2020 | Present |
1. Outside Insurance Sales - Fixed Insurance-Health, Life and Fixed annuities outside of Guardian, Start: 08/01/2015, Address: 6511 Park South Drive, Suite 200 Charlotte, NC 28210, 5 total hours per month; 5 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
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