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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-20 |
| WA | RA | APPROVED | 2026-08-11 |
| NJ | RA | APPROVED | 2026-08-10 |
| PA | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED_RES | 2026-08-07 |
Branch Locations
5100 West Tilghman Street Suite 170, Allentown, PA 18104 • United States
Macungie, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Allentown | PA | 05/2014 | Present |
| Park Avenue Securities | Allentown | PA | 05/2014 | Present |
| Guardian Life Insurance Company | Macungie | PA | 06/2024 | Present |
| Park Avenue Securities | Macungie | PA | 06/2024 | Present |
1. Outside Life, Disability, and Annuity Sales-Outside of Guardian, Start: 01/01/2013, Address: 5100 West Tilghman St, Suite 310 Allentown, PA, 18104, 3 total hours per month; 3 during securities trading hours, Investment related, <10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-02 |
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