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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-04 |
| TX | RA | APPROVED | 2024-02-08 |
Branch Locations
15303 North Dallas Parkway Tower Ii Suite 550, Addison, TX 75001 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accenture | Irving | TX | 02/2002 | 11/2020 |
| Retired | Plano | TX | 11/2020 | 11/2022 |
| Guardian Life Insurance Company | Addison | TX | 11/2022 | Present |
| Park Avenue Securities | Addison | TX | 10/2023 | Present |
| Guardian Life Insurance Company | Plano | TX | 06/2024 | Present |
| Park Avenue Securities | Plano | TX | 06/2024 | Present |
Name: Board Membership - My Possibilities Start Date: 04/01/2012 Address: 3601 Mapleshade Drive, Plano, TX 75075 12 total hours per month, 8 during securities trading hours Not Investment Related Name: Board of Directors - My Possibilities Residential Start date: 10/01/2021 Address: 3601 Mapleshade Drive Plano, TX 75075 4 total hours per month, 0 during securities trading hours Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-07 |
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