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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-15 |
| NC | RA | APPROVED | 2026-01-13 |
| NY | RA | APPROVED | 2025-10-22 |
| NJ | RA | APPROVED | 2024-11-12 |
| DE | RA | APPROVED | 2024-11-11 |
| PA | RA | APPROVED | 2024-11-07 |
Branch Locations
150 South Warner Road Suite 120, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinetix Sports Club | Norristown | PA | 02/2014 | 06/2019 |
| Neumann University | Aston | PA | 06/2019 | 05/2023 |
| National Financial Network | King Of Prussia | PA | 06/2022 | 06/2023 |
| National Financial Network | King Of Prussia | PA | 05/2023 | 10/2024 |
| Guardian Life Insurance | King Of Prussia | PA | 10/2024 | Present |
| Park Avenue Securities | King Of Prussia | PA | 10/2024 | Present |
1) Insurance Products Other than Guardian, Start: 8/20/2025, Address: 150 S Warner Road Suite 120 King of Prussia PA 19406, 3 total hours per month; 3 during securities trading hours, Investment Related, Less than 10% Annual Compensation, 2) Methacton High School Boy's Lacrosse Assistant Coach, Start: 3/11/2025, Address: 1005 Kriebel Mill Rd, Eagleville, PA 19403, 36 total hours per month; 20 during securities trading hours, Not Investment Related, Less than 10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-30 |
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