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Current Employers
Girard Pension Services, Llc

4600 Broadway, Allentown, PA 18104 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-14
  • PA RA
    APPROVED
    Since 2026-01-14

Branch Locations

4600 Broadway, Allentown, PA 18104 • United States

Girard Advisory Services, Llc

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-09-03
  • PA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-03
  • S65 Uniform Investment Adviser Law Examination
    2019-09-03

View on SEC IAPD

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