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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
| IL | RA | APPROVED | 2025-06-05 |
| WV | RA | APPROVED | 2024-02-12 |
| MD | RA | APPROVED | 2023-10-18 |
| DC | RA | APPROVED | 2023-10-10 |
| FL | RA | APPROVED | 2023-10-02 |
| CO | RA | APPROVED | 2023-09-29 |
| NJ | RA | APPROVED | 2023-09-21 |
| NC | RA | APPROVED | 2023-09-15 |
| VA | RA | APPROVED | 2023-09-15 |
| PA | RA | APPROVED | 2023-07-14 |
Branch Locations
1869 Charter Lane Suite 103, Lancaster, PA 17601 • United States
Marietta, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Growth Partners | Lancaster | PA | 03/2022 | 07/2023 |
| First Financial Group | Lancaster | PA | 03/2021 | 03/2022 |
| Genesis Health Services | Kennett Square | PA | 01/2015 | 12/2020 |
| Guardian Life Insurance | Harrisburg | PA | 07/2023 | 10/2023 |
| Park Avenue Scurities | Harrisburg | PA | 07/2023 | 10/2023 |
| Guardian Life Insurance Company | Lancaster | PA | 10/2023 | Present |
| Park Avenue Securities | Lancaster | PA | 10/2023 | Present |
| Guardian Life Insurance Company | Marietta | PA | 06/2024 | Present |
| Park Avenue Securities | Marietta | PA | 06/2024 | Present |
1. Insurance other than Guardian, Start Date: 10/1/2025, Nature: Insurance products other than Guardian, Address: 112 Pommel Lane Marietta, PA 17547, Duties: Selling insurance products (disability & Life) other than Guardian, 0 total hours per month, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-05 |
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