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4600 Broadway, Allentown, PA 18104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-14 |
Branch Locations
4600 Broadway, Allentown, PA 18104 • United States
555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-09-03 |
Branch Locations
14 N Main Street, Souderton, PA 18964 • United States
555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Univest Bank And Trust Co | Souderton | PA | 06/2012 | Present |
| Girard Advisory Services, Llc | King Of Prussia | PA | 07/2019 | Present |
| Girard Pension Services, Llc | Allentown | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-03 |
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