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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-05 |
| IN | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED_RES | 2023-08-31 |
| NC | RA | APPROVED | 2023-03-16 |
| AZ | RA | APPROVED | 2023-02-15 |
| RI | RA | APPROVED | 2022-09-22 |
| NH | RA | APPROVED | 2022-06-08 |
| ME | RA | APPROVED | 2021-11-22 |
| NY | RA | APPROVED | 2021-04-16 |
| GA | RA | APPROVED | 2020-10-07 |
| MA | RA | APPROVED | 2020-09-09 |
| FL | RA | APPROVED | 2020-09-01 |
| CA | RA | APPROVED | 2020-08-31 |
| NJ | RA | APPROVED | 2020-08-31 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Norfolk, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Boston | MA | 12/2003 | Present |
| Guardian Life Insurance Company Of America | Boston | MA | 04/2001 | Present |
| Guardian Life Insurance Company | Norfolk | MA | 06/2024 | Present |
| Park Avenue Securities | Norfolk | MA | 06/2024 | Present |
1. INSURANCE SERVICES-PRODUCTS OTHER THAN GUARDIAN- sell all types of term and whole life insurance,. Start: 07/01/2001, Address: 160 Gould Street Needham MA 02494, 40 non bus hrs per month, Investment related, 2) Trustee-irrevocable trust, Start: 12/01/2022, Address: 397 Hawthorne Ave Staten Island, NY 10314, 0 total hours per month, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-16 |
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