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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-10-09 |
Branch Locations
355 Hukilike Street Suite 204, Kahului, HI 96732 • United States
Kalispell, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Kalispell | MT | 05/2024 | Present |
| Park Avenue Securities | Kalispell | MT | 06/2025 | Present |
| Destination Pros | San Diego | CA | 06/2021 | 05/2024 |
| 360 Destination Pros | San Diego | CA | 02/2011 | 04/2020 |
| Unemployed | San Diego | CA | 04/2020 | 05/2021 |
1) Retail Social Media-Vendor, Nature of Business: Sales, Start date: 10/25/2017, Address: 318 Cottage Court, Kalispell, MT 59901,, Duties: Sales of workout products, 1 total hours per month; 0 during securities trading hours, Not investment related, 2) Grocery Delivery-Driver, Nature of Business: Delivery, Start date: 09/01/2026, Address: 318 Cottage Court, Kalispell, MT 59901, Duties: Driver, 20 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-23 |
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