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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-02-03 |
| MO | RA | APPROVED | 2025-09-15 |
| DC | RA | APPROVED | 2025-06-24 |
| MI | RA | APPROVED | 2025-01-23 |
| IN | RA | APPROVED | 2022-08-23 |
| ME | RA | APPROVED | 2022-06-27 |
| WI | RA | APPROVED | 2022-05-06 |
| RI | RA | APPROVED | 2022-03-21 |
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2021-02-16 |
| DE | RA | APPROVED | 2021-01-13 |
| GA | RA | APPROVED | 2019-12-12 |
| VA | RA | APPROVED | 2019-01-17 |
| IL | RA | APPROVED | 2018-07-20 |
| CA | RA | APPROVED | 2018-02-16 |
| MN | RA | APPROVED | 2017-09-14 |
| AK | RA | APPROVED | 2017-09-07 |
| NV | RA | APPROVED | 2017-08-18 |
| AZ | RA | APPROVED | 2016-09-14 |
| SC | RA | APPROVED | 2016-07-15 |
| TX | RA | APPROVED | 2014-07-30 |
| MA | RA | APPROVED | 2013-11-18 |
| NC | RA | APPROVED | 2013-10-16 |
| FL | RA | APPROVED | 2012-09-19 |
| MD | RA | APPROVED | 2012-08-21 |
| WA | RA | APPROVED | 2012-08-08 |
| CO | RA | APPROVED | 2011-12-08 |
| PA | RA | APPROVED | 2011-04-11 |
| OH | RA | APPROVED | 2011-02-04 |
| WV | RA | APPROVED | 2007-01-25 |
Branch Locations
244 Blvd. Of Allies, Pittsburgh, PA 15222 • United States
2002 White Willow Way, Morgantown, WV 26505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Pittsburgh | PA | 03/2006 | Present |
| Park Avenue Securities | Pittsburgh | PA | 03/2006 | Present |
| Guardian Life Insurance | Morgantown | WV | 07/2021 | Present |
1. Reflections - Vacation Property-Rental real estate, Start: 01/01/2013, Address: 208 Naylor Rd Oakland, MD 21550, 1 non bus hr per month, Investment related, 2. Rental Property, Start Date: 11/1/2023, Address: 510 Brandywine Dr., State College, PA 16801, 0 hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 3. Ash Brokerage-Insurance other than Guardian, Start Date: 10/1/2025, Address: 244 Boulevard of The Allies Pittsburgh, PA 15228, 1 total hour per/month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 4. Ryan and Lauren Coulter Family Foundation, Start Date: 12/10/2024, Nature: 501C3, Address: 816 White Oak Circle Pittsburgh, PA 15228, Duties: Owner/Chairman, 1 total hour per month; 0 during securities trading hours, Non-Investment Related, 5. Coulton Books, Start Date: 3/15/2026, Nature: Writing a book about financial planning, Address: 8816 White Oak Circle Pittsburgh, PA 15228, Duties: Author, 1 total hour per month; 0 during securities trading hours, Non-Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-22 |
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