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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-23 |
| AR | RA | APPROVED | 2024-01-31 |
| CA | RA | APPROVED | 2024-01-31 |
| CO | RA | APPROVED | 2024-01-31 |
| DC | RA | APPROVED | 2024-01-31 |
| FL | RA | APPROVED | 2024-01-31 |
| MD | RA | APPROVED | 2024-01-31 |
| MI | RA | APPROVED | 2024-01-31 |
| MS | RA | APPROVED | 2024-01-31 |
| GA | RA | APPROVED | 2022-01-12 |
| NY | RA | APPROVED | 2021-10-11 |
| IN | RA | APPROVED | 2021-09-24 |
| NH | RA | APPROVED | 2021-07-23 |
| MA | RA | APPROVED | 2020-04-22 |
| ME | RA | APPROVED | 2019-11-15 |
| WA | RA | APPROVED | 2018-10-25 |
| VA | RA | APPROVED | 2017-10-03 |
| TX | RA | APPROVED_RES | 2016-02-09 |
| WV | RA | APPROVED | 2014-11-10 |
| IL | RA | APPROVED | 2013-08-22 |
| RI | RA | APPROVED | 2013-01-29 |
| NC | RA | APPROVED | 2012-03-01 |
| PA | RA | APPROVED | 2011-08-22 |
| OH | RA | APPROVED | 2006-10-12 |
Branch Locations
244 Blvd. Of Allies, Pittsburgh, PA 15222 • United States
Moon Township, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | New York | NY | 04/2002 | Present |
| Park Avenue Securities | New York | NY | 04/2002 | Present |
| Guardian Life Insurance Company | Moon Township | PA | 06/2024 | Present |
| Park Avenue Securities | Moon Township | PA | 06/2024 | Present |
1) Insurance Sales-Term, disability or other insurance products when Guardian does not meet their needs, Start: 04/01/2003, Address: 244 Boulevard of the Allies Pittsburgh PA 15222, 3 bus hours per month, Investment related, 2) Rental-Investment Property-own a duplex that I rent to tenants, Start Date: 01/01/2004, Address: 723 Hemlock ST. Avalon PA 15202, 4 non bus hours per month, Investment related, 3) W&P Acres-A partnership that own undeveloped land with timber and natural gas rights on it,. Start Date: 06/01/2007, Address: N/A, 1 non bus hour per month, Investment related, 4) Jason L. Spoerlein Memorial Foundation-BOD/ Treasurer, Start Date: 03/01/2021, Address: 2022 Beacon Hill Drive Newtown PA 18940, 3 total hours per month, 0 during securities trading hours, Investment related, No annual compensation, 5) Trustee of Family Trust, Start Date: 01/26/2022, Address: 2304 Meadow Vue Dr. Moon Township Pa 15108, 0 total hours per month, Not investment related, No annual compensation, 6) Lakeland Estates HOA- Vice President, Start Date: 06/01/2023, Address: 20241 Garrett Highway Oakland MD 21550, 2 total hours per month, 0 during securities trading hours, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-22 |
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