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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-01 |
| NJ | RA | APPROVED | 2026-06-30 |
| NY | RA | APPROVED | 2026-06-30 |
Branch Locations
332 Springfield Ave, Ste 207, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Advisory Group | New York | NY | 04/2015 | 04/2022 |
| Guardian Life Insurance Company | New York | NY | 09/2014 | 06/2026 |
| Park Avenue Securities | New York | NY | 11/2019 | 06/2026 |
| Guardian Life Insurance Company | Woodbury | NY | 04/2020 | 03/2021 |
| Park Avenue Securities | Woodbury | NY | 04/2020 | 03/2021 |
| Guardian Life Insurance Company | Melville | NY | 03/2021 | 04/2022 |
| Park Avenue Securities | Melville | NY | 03/2021 | 04/2022 |
| Guardian Life Insurance Company | Millburn | NJ | 04/2022 | 07/2024 |
| Park Avenue Securities | Millburn | NJ | 04/2022 | 07/2024 |
| Guardian Life Insurance Company | Astoria | NY | 06/2024 | 06/2026 |
| Park Avenue Securities | Astoria | NY | 06/2024 | 06/2026 |
| Guardian Life Insurance Company | Summit | NJ | 07/2024 | 06/2026 |
| Park Avenue Securities | Summit | NJ | 07/2024 | 06/2026 |
| Lpl Financial | Summit | NJ | 06/2026 | Present |
1.06/30/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Edgewood Advisors; Investment Related; at Reported Business Location(s); Start Date 10/26/2026; 160hrs/mth; 160hrs during trading 2.08/20/2026; Athene; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/14/2026; 2hrs/mth; 2hrs during trading 3. 08/20/2026 - National Integrity - Western and Southern - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/14/2026 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-04 |
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