Joshua David Kreshon

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

• 01/2010 → 04/2018
  Mobility Solutions Inc.
  New Port Richey, FL
• 12/2018 → 01/2021
  Park Avenue Securities Llc
  Tampa, FL
• 11/2018 → 08/2019
  Gator's Dockside
  Tampa, FL
• 04/2017 → 11/2017
  Gator's Dockside
  Tampa, FL
• 04/2018 → 01/2021
  Guardian Life Insurance Company
  Tampa, FL
• 01/2021 → 03/2024
  Guardian Life Insurance Company
  Clearwater, FL
• 01/2021 → 03/2024
  Park Avenue Securities
  Clearwater, FL
• 03/2024 → Present
  Guardian Life Insurance Company
  Tampa, FL
• 03/2024 → Present
  Park Avenue Securities
  Tampa, FL
• 01/2026 → Present
  Guardian Life Insurance Company
  Brooksville, FL
• 01/2026 → Present
  Park Avenue Securities
  Brooksville, FL

Other Businesses

1) Successor Trustee to Parents Estate, Start date: 11/21/2019, Address: N/A, 0 total hours per month, Not Investment related, No Annual Compensation, 2) Bullish Wealth Planning, LLC, Start: 1/1/2025, Address: 4200 W Cypress St Suite 700 Tampa, FL 33607, 0 hours per month, Investment Related, No Annual Compensation, 3) Insurance Product other than those offered through Guardian, Start: 5/15/2025, Address: 4200 W Cypress St Suite 700 Tampa, FL 33607, 1 total hour per month; 1 during securities trading, Investment Related, <10% Annual Compensation,

Exams

• S66 Uniform Combined State Law Examination
  2020-07-20