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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northwestern Mutual Life Insurance C | Milwaukee | WI | 05/1990 | 03/2018 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 12/1990 | 03/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 03/2018 |
| Guardian Life Insurance Company | Haddonfield | NJ | 04/2018 | 07/2019 |
| Park Avenue Securities | Haddonfield | NJ | 04/2018 | 07/2019 |
| Guardian Life Insurance Company | Blue Bell | PA | 07/2019 | 08/2022 |
| Park Avenue Securities | Blue Bell | PA | 07/2019 | 08/2022 |
| Guardian Life Insurance Company | King Of Prussia | PA | 08/2022 | Present |
| Park Avenue Securities | King Of Prussia | PA | 08/2022 | 12/2023 |
| Lpl Financial Llc | Broomall | PA | 12/2023 | Present |
1) 11/01/2023 - Non-Variable Insurance - Selling: Term life, Whole life, Long term care, Disability, fixed annuity/Guardian Life - PA 19044 - Investment related - 5 Hours per month - Start date: 12/01/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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