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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-17 |
| MT | RA | APPROVED | 2026-01-14 |
| CT | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2026-01-07 |
| VA | RA | APPROVED | 2026-01-07 |
| HI | RA | APPROVED | 2025-05-01 |
| MA | RA | APPROVED | 2024-10-29 |
| CO | RA | APPROVED | 2024-08-05 |
| MI | RA | APPROVED | 2022-10-11 |
| MN | RA | APPROVED | 2022-02-07 |
| PA | RA | APPROVED | 2021-09-03 |
| NY | RA | APPROVED | 2021-04-16 |
| AZ | RA | APPROVED | 2020-12-07 |
| UT | RA | APPROVED | 2018-10-26 |
| FL | RA | APPROVED | 2018-09-14 |
| KS | RA | APPROVED | 2017-09-29 |
| NJ | RA | APPROVED | 2016-10-12 |
| IL | RA | APPROVED | 2015-04-09 |
| WA | RA | APPROVED | 2009-11-05 |
| CA | RA | APPROVED | 2008-11-07 |
| OR | RA | APPROVED | 2006-03-01 |
Branch Locations
5080 North 40Th St. Suite 400, Phoenix, AZ 85018 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Co. | Portland | OR | 09/1999 | Present |
| Park Avenue Securities | Portland | OR | 10/1999 | Present |
| Park Avenue Securities | Phoenix | AZ | 04/2026 | Present |
| Park Avenue Securities | Scottsdale | AZ | 04/2026 | Present |
| Guardian Life Insurance Company | Phoenix | AZ | 04/2026 | Present |
| Guardian Life Insurance Company | Scottsdale | AZ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-03 |
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