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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-16 |
| GA | RA | APPROVED | 2025-01-06 |
| OH | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2024-06-27 |
| NV | RA | APPROVED | 2024-02-23 |
| DC | RA | APPROVED | 2024-02-13 |
| KS | RA | APPROVED | 2023-04-07 |
| NJ | RA | APPROVED | 2021-11-09 |
| VA | RA | APPROVED | 2021-07-13 |
| NY | RA | APPROVED | 2021-04-16 |
| HI | RA | APPROVED | 2021-02-15 |
| CA | RA | APPROVED | 2018-10-12 |
Branch Locations
500 Ala Moana Blvd Suite 3-400, Honolulu, HI 96813 • United States
Honolulu, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Co Of America | San Ramon | CA | 02/2018 | 11/2018 |
| Unemployed | San Francisco | CA | 12/2016 | 01/2018 |
| Sunrun Inc | San Francisco | CA | 05/2013 | 11/2016 |
| Park Avenue Securities | San Ramon | CA | 05/2018 | 11/2018 |
| Guardian Life Insurance | San Francisco | CA | 11/2018 | 11/2020 |
| Park Avenue Securities | San Francisco | CA | 11/2018 | 11/2020 |
| Guardian Life Insurance Company | San Ramon | CA | 11/2020 | 03/2023 |
| Park Avenue Securities | San Ramon | CA | 11/2020 | 03/2023 |
| Park Avenue Securities | Honolulu | HI | 03/2023 | Present |
| Guardian Life Insurance Company | Honolulu | HI | 03/2023 | Present |
| Guardian Life Insurance Company | Honolulu | HI | 06/2024 | Present |
| Guardian Life Insurance Company | Honolulu | HI | 06/2024 | Present |
1. Health Professionals Insurance Services-Selling disability insurance to dental and other students, Start: 04/01/2020, Address: 650 California Street Floor 7; San Francisco, CA 94108, Hrs per month - tot/bus: 30/10, Investment related, >10% annual compensation, 2) Successor Trustee-mother, Start: 01/10/2018, Address: 2400 17th Avenue, Apt 8 San Francisco, CA 94116, 1 total Hour per month, 0 during securities trading hours, Not Investment related, No annual compensation, 3) Insurance other than Guardian, Start date: 08/01/2025, Address: 12677 Alcosta Blvd, Suite 340, San Ramon, CA 94583, 5 total hours per month; 5 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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