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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-22 |
| IN | RA | APPROVED | 2024-04-12 |
| WI | RA | APPROVED | 2023-01-20 |
| PA | RA | APPROVED | 2022-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Pittsburgh | PA | 11/2013 | Present |
| Park Avenue Securities | Pittsburgh | PA | 03/2022 | Present |
1) Tax Preparation Services, Start date: 01/01/2006, Address: 61 Meyers Road Washington, PA 15301, 4 total hours per month; 0 during securities trading hours, Non Investment related, Less than 10% annual compensation, 2) Co-Trustee of EJL 2020 Family Trust, Start date: 12/24/2020, Address: 143 SE Mira Lavella Port St. Lucie, FL 34984, 1 total hours per month; 1 during securities trading hours, Investment related, No annual compensation, 3) Co-Trustee of Earl J. Luttner Family Residence Trust, Start date: 12/30/2020, Address: 143 SE Mira Lavella Port St. Lucie, FL 34984, 1 total hours per month; 1 during securities trading hours, Investment related, No annual compensation, 4) JEM Telegraph Road, LLC-Managing Member, Start date: 03/30/2020, Address: 814 SE Becker Road Unit C-104 Port St. Lucie, FL 34984, 1 total hours per month; 1 during securities trading hours, Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-16 |
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