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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| IL | RA | APPROVED | 2026-01-02 |
| MD | RA | APPROVED | 2026-01-02 |
| MI | RA | APPROVED | 2026-01-02 |
| OR | RA | APPROVED | 2026-01-02 |
| VA | RA | APPROVED | 2025-05-15 |
| OH | RA | APPROVED | 2022-09-07 |
| PA | RA | APPROVED | 2021-04-15 |
| WV | RA | APPROVED | 2020-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Morgantown | WV | 09/2019 | Present |
| West Virginia University | Morgantown | WV | 08/2016 | 05/2020 |
| Park Avenue Securities | Morgantown | WV | 10/2020 | Present |
1) Agent-Property and Casualty Insurance Agent, START DATE: 05/01/2018, ADDRESS:1300 HARRISON AVE, ELKINS WV, 26241, 5 total hours per month; 5 during securities trading hours, Investment Related, Less than 10% annual compensation, 2) Adjunct Professor- for Davis and Elkins College, Start date: 01/09/2023, Address: 100 Campus Dr, Elkins WV 26241, 5 total hours per month; 5 during securities trading hours, Investment Related, Less than 10% annual compensation, 3) Tygart Valley Lions Club-Secretary, Start date: 07/06/2023, Address: 3154 Seneca Trail, Beverly, WV 26253, 2 total hours per month; 0 during securities trading hours, Not Investment Related, No Annual Compensation, 4) Bonanza Properties, LLC-Rental Property, Start date: 09/15/2023, Address: 267 Louk Road, Beverly, WV 26253, 2 total hours per month; 0 during securities trading hours, Investment Related, Less than 10% Annual Compensation, 5) Youth Health Service-Board Member, Start Date: 12/18/2025, Nature: Board member position focusing on child development & care services, Address: 971 Harrison Ave, Elkins, WV 26241, Duties: Meet once per month to review the organizations strategic outlook and initiatives, 1 total hour per month; 0 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-13 |
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