Teresa M Hoffman

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → Present
  Guardian Life Insurance Company
  Austin, TX
• 01/2015 → 03/2017
  Your Friendly Property Solutions
  Austin, TX
• 05/2017 → Present
  Park Avenue Securities
  Austin, TX

Other Businesses

1. Your Friendly property Solutions, LLC President - LLC for wholesaling and flipping real estate residential homes. Start: 11/02/2015 Address: 2121 Lohman's crossing Suite 504-334; Austin, TX 78734 0 hrs per month Investment related 2. Ash Capital Group, LLC, Passive rental house investment, Start: 11/10/2016, Address: 2121 Lohman's crossing Suite 504-334; Austin, TX 78734, 0 hrs per month, Investment related, 3. Public Speaking, Start Date: 1/1/2025, Nature: Key note speaker at events, Address: 4500 Sharpshinned Hawk Cove, Austin, TX 78738, Duties: Public Speaking on financial topics, 1 total hour per month; 1 during securities trading hours, Not Investment Related, 4. VP of Fundraising and Sponsorship, Start Date: 8/7/2026, Nature: High School Tennis Team, Address: 3324 Ranch Rd 620 S Austin, TX 78738, Duties: Plan & oversee fundraising events & campaigns, recruit and coordinate volunteers for fundraising activities, 2 total hours per month; 0 during securities trading hours, Not Investment Related,

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-07
• S63 Uniform Securities Agent State Law Examination
  2019-06-26

Other Names

• Terri Hoffman
• Teresa Hoffman