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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-30 |
| TX | RA | APPROVED | 2026-01-30 |
Branch Locations
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
1200 E Lancaster Ave, Bryn Mawr, PA 19010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Square Investors | New York | NY | 07/2011 | 05/2017 |
| Jcs Advisory | Phoenixville | PA | 05/2017 | 08/2022 |
| Guardian Life Insurance Co Of America | Blue Bell | PA | 05/2019 | 08/2022 |
| Park Avenue Securiites,Llc | Bluebell | PA | 06/2019 | 08/2022 |
| Guardian Life Insurance Company | King Of Prussia | PA | 08/2022 | 06/2024 |
| Park Avenue Securities | King Of Prussia | PA | 08/2022 | 06/2024 |
| Guardian Life Insurance Company | Phoenixville | PA | 06/2024 | 01/2026 |
| Park Avenue Securities | Phoenixville | PA | 06/2024 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Radnor | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-12 |
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