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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2019-04-01 |
| GA | RA | APPROVED | 2019-03-25 |
| MD | RA | APPROVED | 2019-03-22 |
| PA | RA | APPROVED | 2019-03-22 |
| VA | RA | APPROVED | 2019-03-22 |
Branch Locations
11350 Mccormick Road, Executive Plaza Iii Suite 202, Hunt Valley, MD 21031 • United States
Gettysburg, PA • United States
501 Corporate Circle Suite 301, Harrisburg, PA 17110 • United States
1871 Old Main Dr, Shippensburg, PA 17257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/1991 | 03/2019 |
| Northwestern Mutual Investment Services, Llc | Jackson | MS | 01/2014 | 04/2017 |
| Northwestern Mutual Investment Services, Llc | Charlotte | NC | 04/2017 | 12/2017 |
| Northwestern Mutual Investment Services, Llc | York | PA | 01/2018 | 03/2019 |
| Shippensburg University | Shippensburg | PA | 01/2018 | Present |
| Guardian Life Insurance Co Of America | Lancaster | PA | 03/2019 | 10/2021 |
| Park Avenue Securities, Llc | Lancaster | PA | 03/2019 | 10/2021 |
| Guardian Life Isnurance Company | Frederick | VA | 10/2021 | 03/2022 |
| Park Avenue Securities | Frederick | VA | 10/2021 | 03/2022 |
| Guardian Life Insurance Company | Lancaster | PA | 03/2022 | 04/2026 |
| Park Avenue Securities | Lancaster | PA | 03/2022 | 04/2026 |
| Guardian Life Insurance Company | Harrisburg | PA | 04/2023 | 10/2023 |
| Park Avenue Securities | Harrisburg | PA | 04/2023 | 10/2023 |
| Guardian Life Insurance Company | Shippensburg | PA | 06/2024 | Present |
| Park Avenue Securities | Shippensburg | PA | 06/2024 | Present |
| Park Avenue Securities | Gettysburg | PA | 09/2025 | Present |
| Guardian Life Insurance Company | Gettysburg | PA | 09/2025 | Present |
| Guardian Life Insurance Company | Hunt Valley | MD | 09/2025 | Present |
| Park Avenue Securities | Hunt Valley | MD | 09/2025 | Present |
| Guardian Life Insurance Company | Harrisburg | PA | 04/2026 | Present |
| Park Avenue Securities | Harrisburg | PA | 04/2026 | Present |
1) FORTENBERRY INSURANCE AGENCY, INC-Owner, Start Date: 1/1/2015, Address: RIVER BEND PLACE STE A JACKSON, MS 39232, 1 total hour per month; 0 during securities trading, Investment Related, Greater than 10% Annual Compensation, 2) COACH, LEADERSHIP STEWARDSHIP, Start Date: 12/21/2016, Address: 89 Garrison Falls Dr Gettysburg, PA 17325, 6 total hours per month; 0 during securities trading, Not Investment Related, Less than 10% Annual Compensation, 3) ADJUNCT PROFESSOR- SHIPPENSBURG UNIVERSITY, Start Date: 1/22/2018, Address: 1871 OLD MAIN DRIVE, SHIPPENSBURG, PENNSYLVANIA, 17257, 6-20 hours per month; 0 during securities trading hours, Not Investment Related, Less than 10% Annual Compensation, 4) INSURANCE COMPANIES NOT AFFILIATED WITH GUARDIAN FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS, Start Date: 03/11/2019, Address: 1869 Charter Lane, Suite 201, Lancaster, PA 17601, 6 total hours per month; 0 during securities trading hours, Investment Related, Less than 10% Annual Compensation, 5) SUCCESSOR TRUSTEE FOR MOTHER AND FATHER AS DESIGNATED IN WILL, Start Date: 4/22/2023, Address: 1215 GREEN RIDGE RD., CATAULA, GA 31804, 0 TOTAL HOURS PER MONTH; 0 DURING SECURITIES TRADING, Not Investment Related, No Annual Compensation, 6) Smart Asset Ambassador, Start Date: 8/1/2024, Address: 89 Garrison Falls Drive, Gettysburg, PA 17325, 3 total hours per month; 0 during securities trading hours, Not Investment Related, Less than 10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-23 |
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