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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-06-07 |
| GA | RA | APPROVED | 2021-09-24 |
| NY | RA | APPROVED | 2021-04-16 |
| UT | RA | APPROVED | 2020-01-17 |
| CO | RA | APPROVED | 2019-10-08 |
| DE | RA | APPROVED | 2019-09-13 |
| TX | RA | APPROVED_RES | 2018-06-22 |
| SC | RA | APPROVED | 2018-06-12 |
| OR | RA | APPROVED | 2018-06-11 |
| RI | RA | APPROVED | 2017-08-09 |
| IL | RA | APPROVED | 2016-05-06 |
| AZ | RA | APPROVED | 2015-10-08 |
| VT | RA | APPROVED | 2015-09-24 |
| FL | RA | APPROVED | 2015-03-10 |
| MS | RA | APPROVED | 2014-08-12 |
| NJ | RA | APPROVED | 2014-07-24 |
| NV | RA | APPROVED | 2014-04-18 |
| CT | RA | APPROVED | 2013-11-14 |
| ME | RA | APPROVED | 2011-08-11 |
| NC | RA | APPROVED | 2011-08-09 |
| PA | RA | APPROVED | 2011-04-11 |
| OH | RA | APPROVED | 2011-02-01 |
| DC | RA | APPROVED | 2010-09-28 |
| MD | RA | APPROVED | 2010-09-21 |
| MO | RA | APPROVED | 2010-01-11 |
| MI | RA | APPROVED | 2009-11-23 |
| CA | RA | APPROVED | 2009-06-30 |
| NH | RA | APPROVED | 2007-02-01 |
| VA | RA | APPROVED | 2006-06-29 |
| MA | RA | APPROVED | 2005-05-25 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Winchester, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Needham | MA | 01/2002 | Present |
| Bulfinch Group | Needham | MA | 01/2002 | Present |
| Park Avenue Securities | Needham | MA | 02/2002 | Present |
| Gentle Giant Rowing Club | Medford | MA | 06/2002 | Present |
| Guardian Life Insurance Company | Winchester | MA | 06/2024 | Present |
| Park Avenue Securities | Winchester | MA | 06/2024 | Present |
1. INSURANCE OTHER THAN GUARDIAN-Sell Life Insurance and disability insurance other than Guardian using other approved carriers. Start: 01/01/2001, Address: 160 Gould Street, Suite 310 Needham MA 02494, 0 total hours per month, Investment related, Less than 10% annual compensation, 2) AGLS, LLC-LLC to invest in a REIT that will invest in real estate, Start: 06/01/2024, Address: 44 Mayflower Rd, Winchester MA 01890, 0 total hours per month, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-09 |
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