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147 North Shippen Street, Lancaster, PA 17602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-09-06 |
Branch Locations
147 North Shippen Street, Lancaster, PA 17602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance & Annuity Company, Inc. | Lancaster | PA | 06/2013 | 12/2016 |
| Planning Strategies, Inc. | Lancaster | PA | 09/2017 | Present |
| Vanessa Zook Dba Vzplanning | Lancaster | PA | 01/2017 | 07/2017 |
| Planning Strategies, Inc. | Lancaster | PA | 07/2017 | 09/2017 |
1.) Vanessa Zook/Insurance Sales: 1099 Contractor with various insurance companies (life, ltc, health and disability insurances); Start date: 04/17/2013; Address: Lancaster, PA; 4-16 hrs per month; not Investment related 2.) Lancaster SHRM Member of Lancaster SHRM, a professional organization focused on the professional development of our individual members, and the increase of public awareness of human resource management as a valuable profession with recognized standards of practice. Serve on the Workforce Readiness committee. Start date: 08/13/2015; Address: P.O. Box 8244 Lancaster, PA 17604-8244; 5 bus hrs per month; Not Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-02 |
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