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Duxbury, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-07 |
| PA | RA | APPROVED | 2021-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Blue Bell | PA | 12/2015 | 05/2017 |
| Park Avenue Securities Llc | Blue Bell | PA | 12/2015 | 05/2017 |
| Guardian Life Insurance | Pottstown | PA | 06/2017 | 01/2019 |
| Park Avenue Securities | Pottstown | PA | 06/2017 | 01/2019 |
| Guardian Life Insurance Company | Blue Bell | PA | 01/2019 | 05/2019 |
| Park Avenue Securities | Blue Bell | PA | 01/2019 | 05/2019 |
| Guardian Life Insurance | Huntingdon Valley | PA | 06/2019 | 05/2020 |
| Park Avenue Securities | Huntingdon Valley | PA | 06/2019 | 05/2020 |
| Heritage Investors, Llc | Knoxville | TN | 05/2020 | 01/2021 |
| Impact Advisors Group | Duxbury | MA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-12 |
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