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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-25 |
| KY | RA | APPROVED | 2025-01-17 |
| GA | RA | APPROVED | 2023-09-11 |
| IL | RA | APPROVED | 2023-06-29 |
| DC | RA | APPROVED | 2022-10-06 |
| MI | RA | APPROVED | 2022-01-12 |
| NY | RA | APPROVED | 2021-08-24 |
| MD | RA | APPROVED | 2020-07-20 |
| MO | RA | APPROVED | 2020-02-06 |
| CT | RA | APPROVED | 2019-10-24 |
| CO | RA | APPROVED | 2019-07-15 |
| TX | RA | APPROVED_RES | 2019-07-10 |
| NC | RA | APPROVED | 2018-10-12 |
| CA | RA | APPROVED | 2018-03-15 |
| MT | RA | APPROVED | 2017-10-24 |
| VA | RA | APPROVED | 2017-07-11 |
| MA | RA | APPROVED | 2016-10-04 |
| FL | RA | APPROVED | 2016-04-06 |
| OR | RA | APPROVED | 2015-12-01 |
| SC | RA | APPROVED | 2015-07-28 |
| WA | RA | APPROVED | 2014-07-15 |
| NJ | RA | APPROVED | 2014-04-02 |
| DE | RA | APPROVED | 2014-03-27 |
| PA | RA | APPROVED | 2013-03-22 |
Branch Locations
150 S Warner Rd Suite 122, 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 | Wayne | PA | 02/2011 | 08/2019 |
| Park Avenue Securities | Wayne | PA | 03/2011 | 08/2019 |
| Guardian Life Insurance Company | King Of Prussia | PA | 08/2019 | Present |
| Park Avenue Securities | King Of Prussia | PA | 08/2019 | Present |
| Guardian Life Insurance Company | Pottstown | PA | 03/2025 | 06/2026 |
| Park Avenue Securities | Pottstown | PA | 03/2025 | 06/2026 |
1. Other Insurance Companies-Selling other life and disability insurance contracts outside of Guardian, Start: 07/01/2012, Address: 150 S. Warner Rd, Suite 122, King of Prussia, PA 19406, 1 total hour hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 2. Debt Counseling Services-helping individuals review their existing debt, discuss their credit, and discuss their options to pay down, eliminate, or consolidate the debt based on their abilities and objectives, Start: 06/01/2017, Address: 1545 Valley Greene Rd, Paoli, PA 19301, 4 total hours per month; 2 during securities trading hours, Not investment related, Less than 10% annual compensation, 3. Coaches vs. Cancer Basketball Executive Board-executive board member for Coaches vs. Cancer's Basketball Gala benefiting the American Cancer Society, Start: 05/30/2019, Address: 1818 Market St, Suite 2820 Philadelphia, PA 19103, 1 non bus hr per month, Not investment related, 4. Corio & Associates, LLC-DBA that I use to operate for Guardian and Park Avenue business, Start: 11/06/2014, Address: 150 S Warner Rd, Suite 122, King of Prussia, PA 19406, Hrs per month - tot/bus: 200/160, Investment related, >10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-06 |
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