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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-02-15 |
| RI | RA | APPROVED | 2022-08-10 |
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2020-01-27 |
| OH | RA | APPROVED | 2019-09-17 |
| SD | RA | APPROVED | 2019-08-08 |
| AZ | RA | APPROVED | 2018-06-21 |
| MD | RA | APPROVED | 2018-03-22 |
| IA | RA | APPROVED | 2018-02-15 |
| MI | RA | APPROVED | 2018-02-12 |
| CO | RA | APPROVED | 2018-01-03 |
| PA | RA | APPROVED | 2017-08-21 |
| NH | RA | APPROVED | 2017-04-12 |
| FL | RA | APPROVED | 2017-02-27 |
| NC | RA | APPROVED | 2017-01-17 |
| CA | RA | APPROVED | 2017-01-06 |
| TX | RA | APPROVED_RES | 2016-08-11 |
| MA | RA | APPROVED | 2016-02-29 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Hull, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Hull | MA | 06/2015 | Present |
| Park Avenue Securities Llc | Hull | MA | 06/2015 | Present |
| Misdea Financial And Insurance Services | Hull | MA | 05/2014 | Present |
1. Insurance other than Guardian-Products (insurance only) outside of Guardian. Group DI and Life personal DI and Life. Start: 05/27/2019 Address: 3 Vautrinot Ave Hull MA 02045 10 bus hrs per month Investment related 2. Misdea Financial & Insurance Services LLC-DBA Start: 02/22/2019 Address: 3 Vautrinot Ave; Hull MA 02045 160 bus hrs per month Investment related >10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-09 |
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