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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-02 |
| TX | RA | APPROVED_RES | 2024-09-18 |
| VA | RA | APPROVED | 2024-07-08 |
| MA | RA | APPROVED | 2022-09-13 |
| NY | RA | APPROVED | 2021-04-16 |
| MD | RA | APPROVED | 2021-01-06 |
| FL | RA | APPROVED | 2019-07-30 |
| WA | RA | APPROVED | 2019-07-01 |
| WI | RA | APPROVED | 2019-04-05 |
| CA | RA | APPROVED | 2013-11-14 |
| NJ | RA | APPROVED | 2012-02-14 |
| PA | RA | APPROVED | 2012-02-14 |
Branch Locations
150 South Warner Road Suite 120, King Of Prussia, PA 19406 • United States
Easton, 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 | Wayne | PA | 01/2012 | 08/2019 |
| Park Avenue Securities | Wayne | PA | 01/2012 | 08/2019 |
| Guardian Life Insurance Company | King Of Prussia | PA | 08/2019 | Present |
| Park Avenue Securities | King Of Prussia | PA | 08/2019 | Present |
| Guardian Life Insurance Company | Easton | PA | 06/2024 | Present |
| Park Avenue Securities | Easton | PA | 06/2024 | Present |
1. Brokerage-Insurance brokerage. Mostly group medical, Start: 08/01/2012, Address: 150 South Warner Road, Suite 120, King of Prussia, PA 19406, 1 total business hour per month, 1 during securities trading hours, Less than 10% annual compensation, Investment related, 2. Personal art sale website-I paint recreationally with my daughter. People like the paintings we have done so we decided to find a platform to list the works, Start: 06/28/2012, Address: 1859 Ferry St Easton, PA 18042, 10 total hours per month; 0 during securities trading hours, Less than 10% annual compensation, Not investment related, 3. Write articles for Medium- I intend to publish approved articles on a platform called Medium, Start: 12/19/2017, Address: 150 South Warner Rd Suite 120 King of Prussia, PA 19403, 1 total hour per month; 1 during securities trading hours, No annual compensation, Not investment related, 4. Animal Defenders of Greater Lehigh Valley, Start: 10/31/2024, Address: PO Box 10 Hellertown, PA 18055, 3 total hours per month; 0 during securities trading hours, No annual compensation, Not investment related, 5. Treasurer for Arts Community of Easton, Start: 04/01/2024, Address: Arts Community of Easton, PO Box 465, Easton, PA 18044, 3 total hours per month; 0 during securities trading hours, No annual compensation, Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-11 |
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