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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
| MI | RA | APPROVED | 2026-06-05 |
| MN | RA | APPROVED | 2025-02-11 |
| OR | RA | APPROVED | 2024-02-21 |
| TX | RA | APPROVED | 2023-12-12 |
| PA | RA | APPROVED | 2022-08-23 |
| CA | RA | APPROVED | 2022-02-24 |
| IA | RA | APPROVED | 2022-01-13 |
| MT | RA | APPROVED | 2021-08-04 |
| FL | RA | APPROVED | 2020-06-16 |
| CO | RA | APPROVED | 2020-03-02 |
| WI | RA | APPROVED | 2017-12-06 |
Branch Locations
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 Co Of America | Madison | WI | 05/2017 | Present |
| City Of Madison | Madison | WI | 05/2016 | 09/2016 |
| University Of Wisconsin-Madison | Madison | WI | 09/2013 | 05/2017 |
| Park Avenue Securities Llc | Madison | WI | 10/2017 | Present |
1. Outside Vendor-May occasionally sell non-guardian insurance products, Start Date: 02/20/2020, Address: 8010 Excelsior Dr #200, Madison, WI 53717, 1 total bus hr per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 2. NARI of Madison, Start Date: 5/24/2023, Address: 5944 Seminole Centre Court, Ste. 110, Fitchburg, WI 53711, 1 total business hour per month; 1 during securities trading hours, Not Investment Related, No Annual Compensation, 3. High School Football Coach, Start Date: 8/1/2023, Address: 234 Wildcat Way, Verona, WI 53593, 20 total business hour per month; 0 during securities trading hours, Not Investment Related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-14 |
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