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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-26 |
| PA | RA | APPROVED | 2023-05-15 |
Branch Locations
150 South Warner Road Suite 120, King Of Prussia, PA 19406 • United States
15 Tradesville Dr, Doylestown, PA 18901 • United States
Miromar Lakes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Network, Inc. | New York | NY | 06/2020 | 05/2023 |
| Amercareroyal, Llc | Exton | PA | 09/1995 | 06/2020 |
| Park Avenue Securities | New York | NY | 08/2021 | 05/2023 |
| Guardian Life Insurance Company | King Of Prussia | PA | 05/2023 | Present |
| Park Avenue Securities | King Of Prussia | PA | 05/2023 | Present |
| Guardian Life Insurance Company | Miromar Lakes | FL | 06/2024 | Present |
| Park Avenue Securities | Miromar Lakes | FL | 06/2024 | Present |
| Guardian Life Insurance Company | Doylestown | PA | 06/2024 | Present |
| Park Avenue Securities | Doylestown | PA | 06/2024 | Present |
1) Chief Financial Officer-National Financial Network and all of its affiliated companies, Start date: 07/01/2020, Address: 150 S. Warner Road Suite 120 King of Prussia, PA 19406, 150 total hours per month; 150 during securities trading hours, Not investment related, More than 10% annual compensation, 2) Mazzei & Mazzei, P.C., Start date: 10/22/1996, Address: 15 Tradesville Drive Doylestown, PA 18901, 100 total hours per month; 40 during securities trading hours, Not investment related, More than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-14 |
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