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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-10-18 |
| AZ | RA | APPROVED | 2021-10-18 |
| MI | RA | APPROVED | 2021-06-15 |
| MO | RA | APPROVED | 2021-04-27 |
| NY | RA | APPROVED | 2021-04-16 |
| CA | RA | APPROVED | 2020-12-17 |
| MN | RA | APPROVED | 2020-08-27 |
| FL | RA | APPROVED | 2016-06-15 |
| VA | RA | APPROVED | 2011-10-31 |
| CT | RA | APPROVED | 2010-03-01 |
| NH | RA | APPROVED | 2007-02-02 |
| MA | RA | APPROVED | 2007-01-09 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Needham | MA | 09/2002 | Present |
| Park Avenue Securities | Needham | MA | 03/2003 | Present |
| R.Z. Partnership | Newton | MA | 01/1998 | Present |
1. Other insurance product-From time to time , clients ask for another products , like SPIA or term insurance, Start: 01/01/2011, Address; 160 Gould St # 310, Needham MA 02494, 5 non bus hrs per month, Investment related, 2. R.Z. PARTNERSHIP,-Deposit checks , meeting with the leases , signing a lease agreement Start: 01/01/2011, Address: 81 Cynthia Rd , Newton MA 02459, 15 non bus hrs per month, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-19 |
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