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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-14 |
| MI | RA | APPROVED | 2026-06-05 |
| MD | RA | APPROVED | 2026-04-02 |
| MS | RA | APPROVED | 2026-01-23 |
| CA | RA | APPROVED | 2025-12-18 |
| WV | RA | APPROVED | 2025-11-03 |
| UT | RA | APPROVED | 2025-08-14 |
| ID | RA | APPROVED | 2025-08-04 |
| IA | RA | APPROVED | 2025-07-31 |
| SC | RA | APPROVED | 2025-07-16 |
| VA | RA | APPROVED | 2025-07-16 |
| CO | RA | APPROVED | 2025-04-23 |
| MA | RA | APPROVED | 2025-04-03 |
| KY | RA | APPROVED | 2024-10-07 |
| NV | RA | APPROVED | 2024-08-05 |
| NC | RA | APPROVED | 2023-09-08 |
| MN | RA | APPROVED | 2023-03-23 |
| IL | RA | APPROVED | 2023-03-22 |
| NY | RA | APPROVED | 2023-03-22 |
| OH | RA | APPROVED | 2023-03-22 |
| WI | RA | APPROVED | 2022-12-02 |
| TX | RA | APPROVED | 2021-01-05 |
| GA | RA | APPROVED | 2020-07-29 |
| AL | RA | APPROVED | 2020-07-28 |
| FL | RA | APPROVED | 2020-07-02 |
Branch Locations
4389 Lafayette Street Suite A, Marianna, FL 32446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precision Metalworks | Marianna | FL | 08/2013 | 11/2017 |
| Pointtrade Services Incorporated | Panama City | FL | 11/2017 | 05/2018 |
| Guardian Life Insurance Company | Tallahassee | FL | 06/2018 | 06/2018 |
| Park Avenue Securities | Tallahassee | FL | 03/2019 | 03/2019 |
| Guardian Life Insurance Company | Panama City | FL | 06/2018 | 05/2019 |
| Park Avenue Securities | Panama City | FL | 06/2018 | 05/2019 |
| Guardian Life Insurance Company | Chipley | FL | 05/2019 | 10/2020 |
| Park Avenue Securities | Chipley | FL | 05/2019 | 10/2020 |
| Guardian Life Insurance Company | Marianna | FL | 10/2020 | Present |
| Park Avenue Securities | Marianna | FL | 10/2020 | Present |
1. Oliver Financial Group LLC-LLC set up to have business bank account Start: 03/19/2019, Address: 1282 Church Ave. Chipley FL 32428, 160 bus hrs per month, Investment related, >10% annual compensation, 2) Outside Insurance-Insurance other than Guardian, Start date: 11/08/2022, Address: 4389 Lafayette Street Marianna, FL 32446, 1 total hours per month; 1 during securities trading hours,, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-23 |
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