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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-08-20 |
| NV | RA | APPROVED | 2024-05-06 |
| NM | RA | APPROVED | 2023-11-30 |
| SC | RA | APPROVED | 2022-06-08 |
| MD | RA | APPROVED | 2021-04-16 |
| WA | RA | APPROVED | 2020-12-03 |
| HI | RA | APPROVED | 2020-07-24 |
| WI | RA | APPROVED | 2019-07-09 |
| TX | RA | APPROVED_RES | 2019-02-04 |
| MA | RA | APPROVED | 2018-12-17 |
| FL | RA | APPROVED | 2015-09-28 |
| VA | RA | APPROVED | 2008-07-03 |
| AZ | RA | APPROVED | 2003-04-09 |
| OR | RA | APPROVED | 2003-03-31 |
| CA | RA | APPROVED | 2003-01-30 |
Branch Locations
910 E. Hamilton Avenue Suite 150, Campbell, CA 95008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins. Of America | New York | NY | 03/1998 | 09/2018 |
| Park Avenue Securities Llc | San Jose | CA | 04/1999 | 09/2018 |
| Integrated Financial & Insurance Services | San Jose | CA | 03/1998 | Present |
| Guardian Life Insurance Company | Campbell | CA | 09/2018 | Present |
| Park Avenue Securities | Campbell | CA | 09/2018 | Present |
1. Insurance sales outside of Guardian, I sell life, disability and long term care insurance through approved insurance companies. Start: 03/01/2002, Address: 910 E. Hamilton Avenue, Suite 150, Campbell, CA 95008, 2 hours/month; 1 hour during trading, Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-25 |
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