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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-05 |
| MN | RA | APPROVED | 2023-11-30 |
| ID | RA | APPROVED | 2022-01-18 |
| OH | RA | APPROVED | 2021-08-23 |
| NY | RA | APPROVED | 2021-04-16 |
| MD | RA | APPROVED | 2017-10-20 |
| CO | RA | APPROVED | 2015-06-02 |
| IL | RA | APPROVED | 2015-01-26 |
| PA | RA | APPROVED | 2015-01-14 |
| FL | RA | APPROVED | 2014-07-28 |
| SC | RA | APPROVED | 2014-07-28 |
| NC | RA | APPROVED | 2014-07-25 |
| OR | RA | APPROVED | 2014-07-25 |
| WA | RA | APPROVED | 2014-07-25 |
| VA | RA | APPROVED | 2010-05-26 |
| WV | RA | APPROVED | 2009-12-15 |
| AZ | RA | APPROVED | 2009-01-15 |
| MO | RA | APPROVED | 2009-01-06 |
| TX | RA | APPROVED | 2008-07-31 |
| NJ | RA | APPROVED | 2008-06-25 |
| GA | RA | APPROVED | 2007-04-12 |
| NV | RA | APPROVED | 2004-05-03 |
| CA | RA | APPROVED | 2004-04-12 |
Branch Locations
5405 Morehouse Drive Suite 245, San Diego, CA 92121 • United States
Del Mar, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | San Diego | CA | 07/1999 | Present |
| Park Avenue Securities | San Diego | CA | 03/2002 | Present |
| Guardian Life Insurance Company | Del Mar | CA | 06/2024 | Present |
| Park Avenue Securities | Del Mar | CA | 06/2024 | Present |
1) Insurance Sales - Products other than Guardian, Start: 01/01/2004, Address: 9605 Scranton Road, Bldg 1, Ste. 625, San Diego, CA 92121, 40 bus hrs per month, Investment related, 2) Investment real estate-I own two single family homes Start: 01/01/2003, Address: TBD, 1 non bus hr per month, Investment related, 3) JIREH Paths LLC-rental properties, Start: 01/01/2018, Address: 1525 Escondido Lance, Coronada, CA 92118, 4 total hours per month; 0 during securities trading hours, Investment related, More than 10% annual compensation, 4) UC San Diego Alumni Board- VP Chair of Philanthropy Committee-VP, Start: 10/01/2021, Address: 9500 Gilman Drive, La Jolla, CA 92093, 2 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 5) North Coast Calvary Chapel- Board member, Nature of Business: Church, Start date: 03/23/2026, Address: 1330 Poinsettia Ln, Carlsbad, CA 92011, Duties: volunteer BOD, provide guidance on church matters and initiatives, 1 total hours per month; 1 during securities trading hours, Not investment related, 6) Mision de Caridad- Board member, Nature of Business: educates students supported by a comprehensive family empowerment program, Start date: 04/01/2026, Address: P.O. Box 497, Arlington, MA 02476, Duties: volunteer BOD provide guidance on church matters and initiatives., 1 total hours per month; 1 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-10 |
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