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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-26 |
| OH | RA | APPROVED | 2015-06-17 |
| PA | RA | APPROVED | 2015-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life/Luttner Financial Group Ltd | Pittsburgh | PA | 08/1998 | Present |
| Park Avenue Securities Llc | Pittsburgh | PA | 10/2014 | Present |
1) Non-Guardian Life Insurance and fixed annuity products-Use of non-Guardian brokerage(s) to access more client appropriate life insurance and fixed annuity products not offer by Guardian Start date: 02/26/2019 Address: n/a Investment related < than 1 hour per month, 0 during securities trading hours 2) The Conditionomics Coach, LLC-Former business entity in PA that was closed in 2013. Still listed as an active entity in PA Start date: 01/01/2005 Address: n/a 0 total hours per month Not Investment related No compensation 3) Conditionomics, LLC Start date: 07/01/2001 Address: 560 El Camino Real Unit 1402 Naples, FL 34119 5 total hours per month, 0 during securities trading hours Not Investment related Less than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-13 |
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