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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 | 2026-04-30 |
| NJ | RA | APPROVED | 2026-04-29 |
| NY | RA | APPROVED | 2026-04-28 |
Branch Locations
4905 W Tilghman St 3Rd Fl [L3-Rbo], Allentown, PA 18104 • United States
4665 Perkiomen Ave, Reading, PA 19606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankerslife | Hauppauge | NY | 09/2013 | 08/2019 |
| Bankers Life Securities Inc | Hauppauge | NY | 06/2016 | 08/2019 |
| Principal Life Insurance Company | Melville | NY | 08/2019 | 07/2020 |
| Principal Securities Incorporated | Melville | NY | 08/2019 | 07/2020 |
| Lpl Financial Llc | Melville | NY | 07/2020 | 04/2022 |
| The Pinnacle Financial Group | Mellville | NY | 07/2020 | 04/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 04/2022 | 06/2022 |
| Ameritas Advisory Service | Lincoln | NE | 04/2022 | 06/2022 |
| Ameritas Life Insurance Corp Of New York | New York | NE | 04/2022 | 06/2022 |
| Ameritas Life Insurance Corp | Lincoln | NE | 04/2022 | 06/2022 |
| Dipaola Financial Group | Melville | NY | 04/2022 | 06/2022 |
| Guardian Life Insurance Company | Tarrytown | NY | 06/2022 | 12/2024 |
| Park Avenue Securities | Tarrytown | NY | 06/2022 | 12/2024 |
| Lpl Financial Llc | Smithtown | NY | 01/2025 | 04/2026 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-22 |
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