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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-23 |
| NC | RA | APPROVED | 2024-01-08 |
| GA | RA | APPROVED | 2003-01-21 |
Branch Locations
900 Ashwood Parkway Suite 400, Atlanta, GA 30338 • United States
Sandy Springs, GA • 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 Insurance Co. | Atlanta | GA | 12/2000 | Present |
| Park Avenue Securities | Atlanta | GA | 01/2001 | Present |
| Guardian Life Insurance Company | Sandy Springs | GA | 06/2024 | Present |
| Park Avenue Securities | Sandy Springs | GA | 06/2024 | Present |
1. Insurance Products Other than Guardian-Sell insurance products other than Guardian when Guardian product does not meet the client's need, Start: 09/03/2002, Address: 900 Ashwood Parkway, Suite 400 Atlanta, GA 30338, 2 bus hrs per month, Investment related, 2. Pension Services-sell business owners qualified plans of all types through approved product sponsors, Start: 12/18/2000, Address: 900 Ashwood Parkway, Suite 400 Atlanta, GA 30338, 1 bus hr per month, Investment related, 3. Trustee - Trustee of Michael and Erica Plotkin Irrevocable Life Insurance Trust, Start: 12/01/1999 Address: 7655 Brigham Drive Sandy Springs, GA 30350 0 hrs per month Investment related 4. Financial Planner Volunteer, Holocaust Survivor Services-Volunteer with Jewish Family & Children Services of Atlanta to work with Holocaust Survivors who are struggling financially to devise and create a financial plan, Start: 10/10/2016, Address: Marcus Jewish Community Center, 5342 Tilly Mill Rd, Atlanta, GA 30338 , Hrs per month - Tot/Bus: 2/1, Not investment related, 5. America's Boating Club-Audit Committee (Atlanta), Start: 01/01/2024, Address: N/A, 1 total hour per month; 0 hours during normal securities trading, Not investment related, No Annual Compensation, 6. Vice Commodore of the Barefoot Sailing Club, Start Date: 1/1/2026, Nature: Sailing Club, Address: P.O. Box 147 Flowery Branch, GA 30542, Duties: Assist the Commodore, arrange for speakers at our monthly meetings, assist with various club social events, 4 total hours per month; 2 during securities trading hours, Non-Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-31 |
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