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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-08 |
| SC | RA | APPROVED | 2025-12-15 |
| CO | RA | APPROVED | 2025-07-16 |
| NC | RA | APPROVED | 2025-06-30 |
| WA | RA | APPROVED | 2022-11-14 |
| GA | RA | APPROVED | 2022-08-12 |
| MN | RA | APPROVED | 2022-04-06 |
| MO | RA | APPROVED | 2022-03-03 |
| AZ | RA | APPROVED | 2020-05-19 |
| MI | RA | APPROVED | 2018-10-23 |
| AR | RA | APPROVED | 2018-08-30 |
| WI | RA | APPROVED | 2018-02-12 |
Branch Locations
1166 Quail Ct. Suite 100, Pewaukee, WI 53072 • United States
8010 Excelsior Drive Suite 200, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Madison | WI | 05/2017 | Present |
| University Of Wisconsin Hospitals And Clinics | Madison | WI | 08/2015 | 07/2019 |
| University Of Wisconsin - School Of Human Ecology | Madison | WI | 08/2015 | 05/2017 |
| University Of Wisconsin | Madison | WI | 09/2015 | 05/2017 |
| Park Avenue Securities | Madison | WI | 11/2017 | Present |
| Park Avenue Securities | Verona | WI | 03/2026 | Present |
| Guardian Life Insurance Company | Verona | WI | 03/2026 | Present |
1. Outside Fixed Insurance Sales Selling insurance outside of Guardian and Innovative Underwriters Start: 11/27/2018 Address: 8010 Excelsior Dr Suite 200; Madison, WI 53719 1 bus hr per month Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
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