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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-05 |
| FL | RA | APPROVED | 2026-05-14 |
| CA | RA | APPROVED | 2025-09-17 |
| OH | RA | APPROVED | 2025-08-01 |
Branch Locations
West Palm Beach, FL • United States
125 Se Via Tesoro Suite 203, Port Saint Lucie, FL 34984 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Miami | Coral Gables | FL | 09/2021 | Present |
| Gilmour Academy | Gates Mills | OH | 08/2012 | 08/2021 |
| Park Avenue Securities | Beachwood | OH | 07/2023 | 07/2024 |
| Guardian Life Insurance Company | Beachwood | OH | 07/2023 | 01/2026 |
| Park Avenue Securities | Beachwood | OH | 07/2025 | 01/2026 |
| Guardian Life Insurance Company | West Palm Beach | FL | 07/2023 | Present |
| Park Avenue Securities | West Palm Beach | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-09 |
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