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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-24 |
| DE | RA | APPROVED | 2023-04-17 |
| PA | RA | APPROVED | 2011-11-30 |
Branch Locations
1869 Charter Lane Suite 103, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Group | Lancaster | PA | 07/2001 | Present |
| Guardian Life Insurance Company | Lancaster | PA | 07/2001 | Present |
| Park Avenue Securities | Lancaster | PA | 11/2001 | Present |
1.) Fixed Insurance outside of Guardian. , Start date: 11/01/2001, Address: 1869 Charter Lane, Suite 103 Lancaster, PA 17601, 5 total hours per month 2 during securities trading hours, Investment related, Less than 10% compensation, 2.) K & B Deck Building, Inc. , Start date: 04/10/1994, Address: 64 Poplar Lane Elizabethtown, PA 17022, 0 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation, 3.) Power of Attorney for Wife, Start date: 11/07/2022, Address: 64 Poplar Lane Elizabethtown, PA 17022, 0 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-17 |
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