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555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-22 |
Branch Locations
555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Fund Distributors Llc | King Of Prussia | PA | 02/2013 | 04/2017 |
| Union Square Capital Partners, Llc | Kennett Square | PA | 04/2017 | 12/2025 |
| Quasar Distributors, Llc | Milwaukee | WI | 08/2019 | 12/2021 |
| Girard Advisory Services, Llc | King Of Prussia | PA | 01/2026 | Present |
1.) Rental Property; Downingtown, PA; not investment related; started 11/01/2015; Townhouse; Owner; Charge a monthly rental fee; 2 hours per month with 0 hours during securities hours. 2.) Rental Property; Downingtown, PA; not investment related; started 7/17/2017; Condo; Owner; Charge a monthly rental fee; 0 hours per month with 0 hours during securities trading hours. 3.) Owner/Member of KAT Associates LLC (12/2025), the only income that comes through the LLC is for soccer coaching/training; nothing investment related; 8 hours per month with 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-03 |
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