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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-23 |
| CT | RA | APPROVED | 2026-01-29 |
| MI | RA | APPROVED | 2024-10-21 |
| SD | RA | APPROVED | 2024-09-26 |
| KS | RA | APPROVED | 2024-08-08 |
| AZ | RA | APPROVED | 2023-11-24 |
| WY | RA | APPROVED | 2022-03-29 |
| PA | RA | APPROVED | 2021-10-07 |
| NV | RA | APPROVED | 2019-11-21 |
| MN | RA | APPROVED | 2019-11-14 |
| TX | RA | APPROVED | 2019-11-14 |
| CA | RA | APPROVED | 2019-11-01 |
Branch Locations
5405 Morehouse Drive Suite 245, San Diego, CA 92121 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Williams Intelligent Technologies, Inc | San Diego | CA | 04/2009 | 12/2018 |
| The W Coaching Group, Inc | San Diego | CA | 09/2013 | Present |
| Guardian Life Insurance Co Of America | San Diego | CA | 04/2019 | Present |
| Park Avenue Securities, Llc | San Diego | CA | 05/2019 | Present |
| Guardian Life Insurance Company | San Diego | CA | 06/2024 | Present |
| Park Avenue Securities, Llc | San Diego | CA | 06/2024 | Present |
1. The W Coaching Group, Inc.-Business coaching - Work with business owners or their teams to execute business strategies, teach better communication, and define goals and objectives., Start: 09/18/2013, Address: San Diego, CA 92131, 15 total hours per month; 6 during securities trading hours, More than 10% annual compensation, Not investment related, 2. Book Author-I am an author, Start: 01/01/2017, Address: 11173 Oak Fern Ct San Diego, CA 92131, 5 total hours per month; 0 during securities trading hours, Not investment related, 3. Outside Insurance Sales-LTC, Group, Fixed Annuities, Life, DI, Start: 05/01/2018, Address: 9920 Pacific Heights Blvd. Suite 105 San Diego, CA 92121, 10 total hours per month 10 during securities trading hours, Less than 10% annual compensation, Investment related, 4) Trustee of The W Coaching Group, Inc. 401(K) Plan-Trustee of my and my husband's company's 401(k) plan, Start: 01/01/2019, Address: 11173 Oak Fern Ct San Diego, CA 92131, 1-2 total hours per month; 0 during securities trading hours, No annual compensation, Investment related, 5) Kolbe Consultant-certified Kolbe Consultant who offers Kolbe services and products, Start: 06/05/2015, Address: 11173 Oak Fern Ct San Diego, CA 92131, 2 total hours per month; 0 during securities trading hours, Less than 10% annual compensation, Not investment related, 6) Agency One, Insurance other than Guardian, Start: 04/30/2024, Address: San Diego, CA 92131, 1 total hour per month; 1 during securities trading hours, Less than 10% annual compensation, Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-22 |
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