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Thomas Edwin Hellings

Girard Pension Services, LLC

Souderton, PA

Girard Advisory Services, LLC

Souderton, PA

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Current Employers
Girard Pension Services, Llc

4600 Broadway, Allentown, PA 18104 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-06
  • PA RA
    APPROVED
    Since 2022-01-06

Branch Locations

41 W Broad Street, Souderton, PA 18964 • United States

Girard Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-09-15
  • PA RA
    APPROVED
    Since 2016-09-15

Branch Locations

41 W Broad Street, Souderton, PA 18964 • 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
Girard Investment Services, Llc F/K/A Univest Investments, Inc Souderton PA 02/2013 Present
Girard Advisory Services, Llc F/K/A Girard Partners, Ltd King Of Prussia PA 09/2016 Present
Girard Pension Services, Llc Allentown PA 01/2019 Present
  • 02/2013 → Present
    Girard Investment Services, Llc F/K/A Univest Investments, Inc
    Souderton, PA
  • 09/2016 → Present
    Girard Advisory Services, Llc F/K/A Girard Partners, Ltd
    King Of Prussia, PA
  • 01/2019 → Present
    Girard Pension Services, Llc
    Allentown, PA
Previous Registrations
  • 2005-11-30 → 2012-07-19
    Securities America Advisors, Inc.
    Langhorne, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-28
S65 Uniform Investment Adviser Law Examination 1999-05-10
S63 Uniform Securities Agent State Law Examination 1991-04-01
  • S66 Uniform Combined State Law Examination
    2005-11-28
  • S65 Uniform Investment Adviser Law Examination
    1999-05-10
  • S63 Uniform Securities Agent State Law Examination
    1991-04-01

View on SEC IAPD

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Michael T McGuire
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Other Offices

CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
GIRARD ADVISORY SERVICES, LLC · Souderton, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Souderton, PA
LPL ENTERPRISE, LLC · SOUDERTON, PA
EDWARD JONES · SOUDERTON, PA
CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
LPL FINANCIAL LLC · SOUDERTON, PA
KEY INVESTMENT SERVICES LLC · SOUDERTON, PA

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