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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2022-11-14 |
| SC | RA | APPROVED | 2022-11-08 |
| NM | RA | APPROVED | 2022-08-24 |
| DC | RA | APPROVED | 2021-10-18 |
| TX | RA | APPROVED | 2021-08-20 |
| FL | RA | APPROVED | 2021-05-20 |
| NJ | RA | APPROVED | 2021-05-20 |
| CA | RA | APPROVED | 2021-05-19 |
| CO | RA | APPROVED | 2021-05-19 |
| MD | RA | APPROVED | 2021-05-19 |
| MN | RA | APPROVED | 2021-05-19 |
| NC | RA | APPROVED | 2021-05-19 |
| OH | RA | APPROVED | 2021-05-19 |
| PA | RA | APPROVED | 2021-05-19 |
Branch Locations
150 South Warner Road Suite 120, King Of Prussia, PA 19406 • United States
5100 West Tilghman Street Suite 170, Allentown, PA 18104 • United States
Collegeville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S. Emerson Group, Inc. | Wayne | PA | 07/2002 | 03/2018 |
| Guardian Life Insurance Company | Newtown | PA | 03/2018 | 08/2019 |
| Park Avenue Securities | Newtown | PA | 03/2018 | 08/2019 |
| Guardian Life Insurance Company | Blue Bell | PA | 08/2019 | 01/2021 |
| Park Avenue Securities | Blue Bell | PA | 08/2019 | 01/2021 |
| Guardian Life Insurance Company | Allentown | PA | 01/2021 | Present |
| Park Avenue Securities | Allentown | PA | 01/2021 | Present |
| Guardian Life Insurance Company | Collegeville | PA | 06/2024 | Present |
| Park Avenue Securities | Collegeville | PA | 06/2024 | Present |
1. Power of Attorney POA for family member Start: 09/28/2010 Address: 5 Dana Drive Collegeville, PA 19426 0 bus hrs per month Investment related 2. Insurance Term, Disability Insurance, Long Term Care Insurance, Fixed Annuities, etc Start: 11/01/2019 Address: 5 Dana Drive Collegeville, PA 19426 1 bus hr per month Investment related 3. Secondary Executor to Chris Zinn's Will, Start Date: 10/14/2024, Address: 5 Dana Drive, Collegeville, PA 19426, 0 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-19 |
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