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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2018-04-02 |
| IL | RA | APPROVED | 2015-11-05 |
| WV | RA | APPROVED | 2013-04-18 |
| PA | RA | APPROVED | 2011-07-20 |
| OH | RA | APPROVED | 2011-02-11 |
Branch Locations
5811 Pelican Bay Boulevard Suite 302, Naples, FL 34108 • United States
125 Se Via Tesoro Suite 203, Port Saint Lucie, FL 34984 • United States
244 Blvd. Of Allies, Pittsburgh, PA 15222 • United States
8425 Pulsar Place Suite 450, Columbus, OH 43240 • United States
419 Plum Street, Cincinnati, OH 45202 • United States
9000 Keystone Crossing Suite 300, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luttner Financial Group | Pittsburgh | PA | 01/1999 | Present |
| Strass Burger Mckenna | Pittsburgh | PA | 09/2000 | Present |
| Guardian Life Insurance Company Of America | New York | NY | 11/1999 | Present |
| Park Avenue Securities | New York | NY | 01/2002 | Present |
1. Family Trust-trustee of a perpetual charitable testamentary trust established by my cousin, Start: 01/01/1991, Address: 244 Boulevard of the Allies Pittsburgh, Pa. 15208, 1 bus hr per month, Investment related, 2. Strassburger, McKenna, Gutnick, and Potter-Advising businesses and individuals on legal matters, Start: 09/01/2000, Address: Four Gateway Center Pittsburgh, Pa 15222, Hrs per month - Tot/Bus: 3/2, Not investment related, 3. Lifetime Financial Growth of Central Ohio-General Agency of Guardian, Start: 08/01/2014, Address: 8425 Pulsar Place Columbus, Ohio, 200 total hours per month 160 during securities trading hours, Investment related, More than 10% annual compensation, 4. Lifetime Financial Growth Company of Kentucky-General Agent of Guardian, Start: 08/01/2007, Address: 9300 Shelbyville Road Louisville KY, 200 total hours per month 160 during securities trading hours, Investment related, More than 10% annual compensation, 5. LFG Midwest Holding Co., LLC-Holding company for General Agencies of Guardian, Start: 08/01/2001, Address: 814 SE Becker Road Port Saint Lucie, FL 34984, 0 total hours per month, Investment related, More than 10% annual compensation, 6. Madison on Bellefield-Board of Directors, Start: 9/1/2025, Nature: Condo Association, Address: 220 N. Bellefield Ave Pittsburgh, Pa. 15213, Duties: Board member & Board secretary. As a board member, responsible for overseeing the management of the association. As secretary, prepare the minutes of board meetings & the annual meeting. 5 total hours per month; 4 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-30 |
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