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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-29 |
| MI | RA | APPROVED | 2026-07-16 |
| MO | RA | APPROVED | 2026-06-03 |
| KY | RA | APPROVED | 2026-05-28 |
| CA | RA | APPROVED | 2025-08-29 |
| AL | RA | APPROVED | 2025-07-22 |
| MD | RA | APPROVED | 2025-04-04 |
| FL | RA | APPROVED | 2025-04-03 |
| TN | RA | APPROVED | 2025-01-31 |
Branch Locations
101 Westpark Dr Suite 310, Brentwood, TN 37027 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Brentwood | TN | 04/2023 | Present |
| Cardinal Financial, Llc | Nashville | TN | 07/2018 | 04/2023 |
| The Stillery | Nashville | TN | 03/2018 | 03/2020 |
| Northpoint Community Church | Alpharetta | GA | 09/2015 | 03/2018 |
| Lure Restuarant | Atlanta | GA | 12/2016 | 03/2018 |
| Park Avenue Securities Llc | Brentwood | TN | 06/2024 | Present |
| Guardian Life Insurance Company | Nashville | TN | 06/2024 | Present |
| Park Avenue Securities | Nashville | TN | 06/2024 | Present |
1. SongFinch, Start Date: 6/1/2024, Address: 630 McMurray Dr., Nashville, TN 37211, 3 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 2. The Stillery-Bartender, Start Date: 7/27/2025, Address: 113 2nd Ave N, Nashville, TN 37201, 8 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 3. Blue Cross/Blue Shield Group Medical Broker, Start Date: 8/24/2026, Nature: Insurance Sales, Address: 101 Westpark Dr Ste 310 Brentwood, TN 37027, Duties: Broker selling insurance other than Guardian, 5 total hours per month; 3 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-15 |
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