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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-24 |
| CA | RA | APPROVED | 2025-01-10 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| KY | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| PA | RA | APPROVED | 2024-06-18 |
| AZ | RA | APPROVED | 2024-05-22 |
| IA | RA | APPROVED | 2022-01-10 |
| MO | RA | APPROVED | 2022-01-10 |
| NC | RA | APPROVED | 2021-06-01 |
| VA | RA | APPROVED | 2021-05-26 |
| CT | RA | APPROVED | 2021-05-24 |
| DE | RA | APPROVED | 2021-05-24 |
| GA | RA | APPROVED | 2021-05-24 |
| IN | RA | APPROVED | 2021-05-24 |
| NM | RA | APPROVED | 2021-05-24 |
| ME | RA | APPROVED | 2021-05-21 |
| OH | RA | APPROVED | 2021-05-21 |
| TX | RA | APPROVED | 2021-05-21 |
Branch Locations
419 Plum Street, Cincinnati, OH 45202 • United States
8549 Montgomery Road Suite 100, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc | Horsham | PA | 01/2013 | 05/2021 |
| Penn Mutual Life Insurance Company | Horsham | PA | 01/2013 | 05/2021 |
| Guardian Life Insurance Company | Cincinnati | OH | 05/2021 | Present |
| Park Avenue Securities | Cincinnati | OH | 05/2021 | Present |
1) WILSON ADVISORY GROUP, LLC, 419 PLUM STREET CINCINNATI, OHIO 45202, START DATE: 01/01/2001, NUMBER OF HOURS PER MONTH AND NUMBER OF HOURS DURING NORMAL BUSINESS HOURS: 180:160, INVESTMENT RELATED, 2) WILSON BROKERAGE SERVICES, LLC, 8549 MONTGOMERY ROAD, SUITE 100 CINCINNATI, OHIO 45236, START DATE: 01/01/2001, NUMBER OF HOURS PER MONTH AND NUMBER OF HOURS DURING NORMAL BUSINESS HOURS: 4: 4, NON-INVESTMENT RELATED, 3) PLUM STREET PARTNERS, LLC/PARTNER, 419 PLUM STREET CINCINNATI, OHIO 45202, START DATE: 05/01/2008, NUMBER OF HOURS PER MONTH AND NUMBER OF HOURS DURING NORMAL BUSINESS HOURS: 1:0, INVESTMENT RELATED, 4) GPG PROPERTIES, LLC/ OWNER, 6735 KELLOGG ROAD CINCINNATI, OHIO 45230, START DATE: 07/23/2014, NUMBER OF HOURS PER MONTH AND NUMBER OF HOURS DURING NORMAL BUSINESS HOURS: 1-2:1-2, INVESTMENT RELATED, 5)INCOME PROTECTION RESOURCE GROUP, LLC / PARTNER, 8549 MONTGOMERY ROAD, SUITE 100 CINCINNATI, OHIO 45236, START DATE: 01/01/2017, NUMBER OF HOURS PER MONTH AND NUMBER OF HOURS DURING NORMAL BUSINESS HOURS: 0:0, INVESTMENT RELATED, 6) GROVE PARK GRILLE, LLC/ OWNER, 6735 KELLOGG ROAD, CINCINNATI, OHIO 45230, START DATE: 07/23/2014, NUMBER OF HOURS PER MONTH AND NUMBER OF HOURS DURING NORMAL BUSINESS HOURS: 4: 4, NON-INVESTMENT RELATED,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-18 |
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