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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-10 |
| FL | RA | APPROVED | 2026-06-01 |
| NC | RA | APPROVED | 2026-04-21 |
| AL | RA | APPROVED | 2026-04-20 |
| MS | RA | APPROVED | 2026-04-20 |
| CT | RA | APPROVED | 2026-04-16 |
| LA | RA | APPROVED | 2026-04-16 |
| NV | RA | APPROVED | 2026-04-16 |
| WA | RA | APPROVED | 2026-04-16 |
| VA | RA | APPROVED | 2026-03-31 |
| TX | RA | APPROVED_RES | 2026-03-30 |
Branch Locations
11350 Mccormick Road, Executive Plaza Iii Suite 202, Hunt Valley, MD 21031 • United States
104-B Archway Court 21St Floor, Lynchburg, VA 24502 • 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 |
|---|---|---|---|---|
| Allstate Financial Services Llc | Charlottesville | VA | 09/2014 | 08/2019 |
| Penn Financial Group, Llc | Charlottesville | VA | 06/2012 | 08/2019 |
| Massmutual Life Insurance Co | Huntsville | AL | 08/2019 | 01/2023 |
| Mml Investors Services Llc | Huntsville | AL | 09/2019 | 01/2023 |
| Allstate Insurance Co | Charlottesville | VA | 06/2012 | 08/2019 |
| Allstate Financial Advisors, Llc | Charlottesville | VA | 01/2018 | 08/2019 |
| Penn Mutual Life Insurance Company | Horsham | PA | 04/2021 | 06/2024 |
| Hornor, Townsent, & Kent Llc | Horsham | PA | 01/2023 | 06/2024 |
| Equitable Advisors, Llc | New York | NY | 06/2024 | 03/2025 |
| Principal Life Insurance Company | Lynchburg | VA | 03/2025 | 03/2026 |
| Principal Securities, Inc. | Lynchburg | VA | 03/2025 | 03/2026 |
| Harvest Wealth Advisors | Lynchburg | VA | 03/2018 | 03/2026 |
| Park Avenue Securities | Lynchburg | VA | 03/2026 | Present |
| Guardian Life Insurance Company | Lynchburg | VA | 03/2026 | Present |
| Park Avenue Securities | Charlottesville | VA | 03/2026 | Present |
| Guardian Life Insurance Company | Charlottesville | VA | 03/2026 | Present |
Harvest Wealth Advisors Start Date: 03/30/2018 Address: 193 Emberly Way Lynchburg, VA 24502 160 Hours per month;160 hours during trading hours Yes investment related Annual Percentage 76-100% Insurance other than Guardian Start Date: 08/01/2018 Address: 193 Emberly Way Lynchburg, VA 24502 160 hours per month;160 during trading hours Yes investment related Annual Percentage 76-100% Wealth.com-Independent Contractor, Start Date: 7/1/26, Nature: AI-Powered Estate & Tax Planning Platform, Address: 51 W 3rd Street #110 Tempee, AZ 85281, Duties: Independent Contractor who recommends wealth.com to individuals seeking a simple online, self driven method of setting up their living trusts or wills, 1 total hr/month; 1 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-21 |
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