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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-27 |
| DC | RA | APPROVED | 2026-05-27 |
| FL | RA | APPROVED | 2026-05-27 |
| IL | RA | APPROVED | 2026-05-27 |
| KY | RA | APPROVED | 2026-05-27 |
| MD | RA | APPROVED | 2026-05-27 |
| NV | RA | APPROVED | 2026-05-27 |
| NJ | RA | APPROVED | 2026-05-27 |
| OR | RA | APPROVED | 2026-05-27 |
| RI | RA | APPROVED | 2026-05-27 |
| SC | RA | APPROVED | 2026-05-27 |
| WI | RA | APPROVED | 2026-05-27 |
| IN | RA | APPROVED | 2026-04-08 |
| WA | RA | APPROVED | 2025-08-01 |
| AZ | RA | APPROVED | 2025-03-25 |
| MO | RA | APPROVED | 2025-03-25 |
| DE | RA | APPROVED | 2025-03-14 |
| NM | RA | APPROVED | 2024-02-23 |
| GA | RA | APPROVED | 2023-09-20 |
| TX | RA | APPROVED_RES | 2023-01-26 |
| NC | RA | APPROVED | 2021-11-24 |
| UT | RA | APPROVED | 2021-08-06 |
| NY | RA | APPROVED | 2021-04-16 |
| VA | RA | APPROVED | 2020-12-24 |
| OH | RA | APPROVED | 2020-07-07 |
| PA | RA | APPROVED | 2020-06-25 |
| NH | RA | APPROVED | 2020-06-18 |
| MA | RA | APPROVED | 2020-02-07 |
| WV | RA | APPROVED | 2020-01-28 |
| CT | RA | APPROVED | 2020-01-24 |
Branch Locations
13288 Winfield Road, Winfield, WV 25213 • 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 |
|---|---|---|---|---|
| Luttner Financial Group | Morgantown | WV | 06/2019 | 12/2019 |
| Bent Willey's | Morgantown | WV | 01/2016 | 12/2017 |
| West Virginia University | Morgantown | WV | 08/2015 | Present |
| Park Avenue Securities | Morgantown | WV | 12/2019 | Present |
| Guardian Life Insurance Company | Morgantown | WV | 12/2019 | Present |
| Guardian Life Insurance Company | Winfield | WV | 11/2025 | Present |
| Park Avenue Securities | Winfield | WV | 11/2025 | Present |
1) Generation Morgantown, Date: 2/1/2021, Address: N/A, 2 total hours per month; 1 during securities trading hours, Not investment related, No annual compensation, 2) Just Us Retirement, Start Date: 8/12/2024, Address: 1210 Virginia St., E., Charlston, WV 25301, 10 total hours per month; 10 during securities trading hours, Investment related, Greater than 10% annual compensation, 3) Author-Be A Cash Flow Pro, Start Date: 7/10/2025, Address: 2002 White Willow Way Morgantown WV 26505, 1 total hour per month; 0 during securities trading hours, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-24 |
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