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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-17 |
| AZ | RA | APPROVED | 2025-03-25 |
| CO | RA | APPROVED | 2024-10-09 |
| NJ | RA | APPROVED | 2022-01-21 |
| CA | RA | APPROVED | 2021-06-22 |
| TX | RA | APPROVED_RES | 2021-04-22 |
| CT | RA | APPROVED | 2020-09-09 |
| KY | RA | APPROVED | 2019-06-27 |
| FL | RA | APPROVED | 2018-11-13 |
| ME | RA | APPROVED | 2018-09-06 |
| MD | RA | APPROVED | 2013-04-10 |
| NH | RA | APPROVED | 2012-07-06 |
| MA | RA | APPROVED | 2008-05-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Topsfield | MA | 04/2013 | Present |
| Guardian Life Ins Company | Topsfield | MA | 04/2013 | Present |
1. INSURANCE SERVICES Sale of insurance products to insurnace clients when appropriate Start: 07/31/2001 Address: 58 Main Street, Topsfield, MA 01983 1 non bus hr per month Investment related 2. Rental Real Estate I have a second home in New Hampshire and periodically rent it out Start: 11/01/2009 Address: 34 Foxrun Road, Intervale, NH 03845 0 hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-23 |
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