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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-03 |
| CA | RA | APPROVED | 2026-02-18 |
| ID | RA | APPROVED | 2025-08-13 |
| IL | RA | APPROVED | 2025-07-14 |
| UT | RA | APPROVED | 2025-06-17 |
| OR | RA | APPROVED | 2025-05-10 |
| PA | RA | APPROVED | 2025-03-27 |
| MI | RA | APPROVED | 2024-07-19 |
| SC | RA | APPROVED | 2024-04-02 |
| SD | RA | APPROVED | 2023-07-23 |
| LA | RA | APPROVED | 2023-07-18 |
| CO | RA | APPROVED | 2023-05-01 |
| MO | RA | APPROVED | 2023-01-05 |
| GA | RA | APPROVED | 2021-07-30 |
| TX | RA | APPROVED_RES | 2020-09-10 |
| NC | RA | APPROVED | 2020-09-04 |
| OH | RA | APPROVED | 2020-04-21 |
| KS | RA | APPROVED | 2020-04-08 |
| FL | RA | APPROVED | 2020-03-11 |
Branch Locations
4200 W Cypress Street Suite 700, Tampa, FL 33607 • United States
Palm Harbor, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Tampa | FL | 02/2018 | Present |
| Central Payment | Palm Harbor | FL | 03/2015 | 09/2017 |
| Park Avenue Securities | Tampa | FL | 09/2019 | Present |
| Unemployed | Palm Harbor | FL | 10/2017 | 01/2018 |
| Guardian Life Insurance Company | Palm Harbor | FL | 06/2024 | Present |
| Park Avenue Securities | Palm Harbor | FL | 06/2024 | Present |
1) Central Payment-Independent Contractor, Start date: 06/01/2015, Address: 826 Park Ct Palm Harbor, FL 34683, 0 total hours per month, Not Investment related, Less than 10% annual compensation, 2) POA for my Mother, Start date: 11/07/2022, Address: N/A, 0 total hours per month, Not Investment related, No annual compensation, 3) Alpha & Omega Business Consulting, LLC- managing member of this LLC to leverage some tax advantages as a business owner per the advice & direction of CPA., Start:9/01/2021, Address: 826 Park Ct. Palm Harbor, FL. 34683, 2 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation, 4) Track & Field Jump Coach, Start: 01/31/2022, Address: 110 N McMullen Booth Rd. Clearwater, FL. 33759, 24 total hours per month; 16 during securities trading hours, Not investment related, Less than 10% annual compensation, 5) Successor Trustee for my Mother's Trust, Start: 11/07/2022, Address: N/A, 0 total hours per month, Not Investment related, No annual compensation, 6) Insurance Product other than those offered through Guardian, Start: 1/1/2018, Address: 4200 W Cypress St. Suite 700 Tampa, FL. 33607, 5 total hours per month; 3 during securities trading hours, Investment related, <10% annual compensation, 7) Crown & Compass Financial, LLC, Start Date: 5/6/26, Nature: DBA, Address: 4200 W Cypress St. Suite 700 Tampa, FL 33607, Duties: Owner, 200 total hours per month; 200 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-01 |
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