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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-16 |
| PR | RA | APPROVED | 2023-09-13 |
| TX | RA | APPROVED | 2023-08-21 |
| SC | RA | APPROVED | 2022-02-28 |
| CA | RA | APPROVED | 2021-07-23 |
| CT | RA | APPROVED | 2021-05-06 |
| NY | RA | APPROVED | 2021-04-16 |
| NM | RA | APPROVED | 2021-01-27 |
| NC | RA | APPROVED | 2020-10-08 |
| MD | RA | APPROVED | 2019-10-01 |
| KS | RA | APPROVED | 2019-01-31 |
| FL | RA | APPROVED | 2018-11-14 |
| AL | RA | APPROVED | 2018-09-11 |
| IL | RA | APPROVED | 2018-03-19 |
| PA | RA | APPROVED | 2011-04-11 |
| DE | RA | APPROVED | 2008-03-04 |
| NJ | RA | APPROVED | 2008-02-27 |
Branch Locations
150 South Warner Road Suite 120, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Blue Bell | PA | 08/2003 | 08/2022 |
| Park Avenue Securities | Blue Bell | PA | 11/2003 | 08/2022 |
| Guardian Life Insurance Company | King Of Prussia | PA | 08/2022 | Present |
| Park Avenue Securities | King Of Prussia | PA | 08/2022 | Present |
1. Life/Health/LTC Insurance Appointments-Life insurance products (life insurance and annuity), long-term care insurance, disability, and health insurance (individual, group, dental, vision, STD/LTD). Various carriers is states where I am properly licensed and appointed, Start: 08/01/2003, Address: 150 South Warner Road Suite 120 King of Prussia, PA 19406, 8 total hours per month; 8 during securities trading hours, Investment related, Less than 10% annual compensation, 2. Rental Real Estate Ownership/Landlord-Residential rental properties. I own and rent these properties individually,. Start: 01/01/2003, Address: 759 Sandy Street Norristown PA 19401, 2 total hours per month; 0 during securities trading hours, Investment related, No annual compensation, 3. Founding Capital, LLC, Start Date: 8/30/2011, Address: 931 Heritage Drive, Norristown, PA 19403 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 | 2008-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-21 |
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