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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-18 |
| NH | RA | APPROVED | 2024-11-15 |
| NC | RA | APPROVED | 2024-07-02 |
| SC | RA | APPROVED | 2023-02-03 |
| ME | RA | APPROVED | 2021-03-04 |
| NJ | RA | APPROVED | 2020-11-19 |
| FL | RA | APPROVED | 2020-05-01 |
| RI | RA | APPROVED | 2018-04-06 |
| MA | RA | APPROVED | 2016-02-10 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Milford, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Needham | MA | 01/2016 | Present |
| Guardian Life Insurance Company | Needham | MA | 01/2016 | Present |
| Bulfinch Group | Needham | ME | 01/2016 | Present |
| Guardian Life Insurance Company | Milford | MA | 06/2024 | Present |
| Park Avenue Securities | Milford | MA | 06/2024 | Present |
1. Board of Directors - The Bulfinch Group Charitable Foundation Participate in board meetings which center around raising money for the foundation and providing grants. Start: 03/24/2016, Address: 160 Gould Street, Suite 310 Needham MA 02494, Hrs per month - Tot/Bus: 3/2, Not investment related, 2. The Bulfinch Group, LLC-General Agent, Start: 01/04/2016, Address: 160 Gould Street, Suite 310 Needham, MA 02494, 120 bus hrs per month, Investment related, >10% annual compensation, 3. Harmon Consulting, Inc-Pass through entity for General Agent partnership distributions from the Bulfinch Group. Start: 12/18/2015, Address: 7 Trettel Drive Milford, MA 01757, 2 non bus hrs per month, Not investment related, 4) Insurance other than Guardian-Independent contractor, Start date: 05/01/2025, Address: 160 Gould Street, Suite 310 Needham, MA 02494, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 5) Harbor IT-Advisory Board, Provide input and feedback for Harbor IT to help them with building better client solutions, Start date: 10/22/2025, Address: 50 Speen St, #200 Framingham, MA 01701, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-25 |
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