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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-11-25 |
| MA | RA | APPROVED | 2016-03-07 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Wareham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Mattapoisett | MA | 10/1997 | 04/2024 |
| Park Avenue Securities | Mattapoisett | MA | 05/2000 | 04/2024 |
| Guardian Life Insurance Company | Wareham | MA | 04/2024 | Present |
| Park Avenue Securities | Wareham | MA | 04/2024 | Present |
1. Insurance Sales-Term insurance sold. Start: 07/01/1997 Address: 55 County Road POB 748 Mattapoisett, MA 02739 2 non bus hrs per month Investment related >10% annual compensation 2) Teacher of English-volunteer for the city of New Bedford and teach English to immigrants, Start: 09/24/2024, Address: 190 Ashley Boulevard, New Bedford, MA 02746, 8 total hours per month; 0 during securities trading hours, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-20 |
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