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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-14 |
| PA | RA | APPROVED | 2026-08-14 |
| TX | RA | APPROVED | 2026-08-14 |
| FL | RA | APPROVED | 2026-07-16 |
| CA | RA | APPROVED | 2026-05-27 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | New York | NY | 06/2017 | 08/2020 |
| Ethicon | Somerville | NJ | 01/2013 | 05/2017 |
| Park Avenue Securities, Llc | New York | NY | 10/2017 | 08/2020 |
| Kingsbarn Real Estate Capital | San Diego | CA | 08/2020 | 05/2024 |
| Youpower | Carlsbad | CA | 06/2024 | 04/2026 |
| Guardian Life Insurance Company | San Diego | CA | 05/2026 | Present |
| Park Avenue Securities | San Diego | CA | 05/2026 | Present |
1. SD Food Bank; Board Member Start: 03/01/2023 Address: 9850 Distribution Avenue San Diego CA 92121-2320 3 non bus hrs per month Not investment related 2. Rossi Real Estate, LLC Owner Start: 08/2020 Address: 3033 Jutland Ct, San Diego CA 92017 4 non bus hrs per month Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-09 |
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