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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-16 |
| NE | RA | APPROVED | 2026-03-06 |
| CA | RA | APPROVED | 2026-02-03 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Irvine | CA | 01/2023 | 12/2023 |
| Aflac | Fullerton | CA | 01/2021 | 12/2022 |
| The Billing Connection, Inc | Surprise | AZ | 08/2011 | 01/2021 |
| Mutual Of Omaha Investor Services | Irvine | CA | 07/2023 | 12/2023 |
| Park Avenue Securities | Long Beach | CA | 01/2026 | Present |
| Guardian Life Insurance Company | Long Beach | CA | 12/2023 | Present |
Outside Insurance Sales - Outside Insurance Sales, Start Date: 2/20/2024, Address: 456 Coronado Ave Long Beach, CA 90814, 10 total hours per month; 10 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-29 |
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