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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-08-09 |
| MA | RA | APPROVED | 2005-10-11 |
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 |
|---|---|---|---|---|
| Bulfinch Group | Needham | MA | 08/2003 | Present |
| Guardian Life Insurance Company Of America | New York | NY | 01/2004 | Present |
| Park Avenue Securities | New York | NY | 03/2004 | Present |
1. Insurance other than Guardian Insurance other than Guardian for insurance products not offered by Guardian or for clients rated or declined by Guardian. Start: 01/15/2004 Address: 160 Gould Street, Suite 310, Needham, MA 02494 10 bus hrs per month Investment related 2. Assisting business owners Working with business owners regarding career, business management and business relationship issues. Start: 09/18/2015 Address: 160 Gould Street, Needham, MA 02494 10 bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-07 |
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