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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-12 |
| NV | RA | APPROVED | 2025-09-10 |
| NY | RA | APPROVED | 2025-07-22 |
| NC | RA | APPROVED | 2022-06-17 |
| SC | RA | APPROVED | 2022-06-14 |
| ME | RA | APPROVED | 2021-01-05 |
| TX | RA | APPROVED | 2018-11-07 |
| AL | RA | APPROVED | 2013-08-06 |
| OH | RA | APPROVED | 2013-06-10 |
| KY | RA | APPROVED | 2012-08-03 |
| FL | RA | APPROVED | 2007-05-30 |
| GA | RA | APPROVED | 2006-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ga International | Atl | GA | 01/1986 | Present |
| Guardian Life Insurance Company | New York | NY | 06/1986 | Present |
| Park Avenue Securities Llc | Atlanta | GA | 05/1999 | Present |
| Peachtree Planning Corporation | Roswell | GA | 04/1998 | Present |
1. Rental Real Estate, Start: 01/01/2005, Address: 3142 St. Ives CC Parkway Johns Creek, GA 30097, 2 non bus hrs per month, Investment related, 2. Wealth & Wisdom Educational Center-Home mortgage details, Government debt issues, Taxation past and future in the US, and Interest rate trends, Start: 02/01/2010, Address: 500 Sun Valley Drive, Suite B-1 Roswell, GA 30076, 5 bus hrs per month, Not investment related, 3. WEALTH CREATION BENEFITS- Insurance Other than Guardian-Actively involved in employee benefits since 1986 in health insurance and retirement 401k planning, Start: 01/01/1986, Address: 500 Sun VAlley Drive, Suite B-1 Roswell, GA 30076, 20 bus hrs per month, Investment related, 4) Florida Beach Mouse, LLC-Land purchased for investment, land owner, Start: 01/07/2022, Address: Chipley Florida, 1 total hour per month; 1 during securities trading hours, Investment related, No annual compensation, 5) The Doghouse at Lake Oconee, LLC, Start Date: 3/1/2025, Address: 860 Harmony Rd, Eatonton, GA, 5 total hour per month; 0 during securities trading hours, Not Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-13 |
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