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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-26 |
| UT | RA | APPROVED | 2025-09-18 |
| NE | RA | APPROVED | 2025-07-21 |
| GA | RA | APPROVED | 2025-03-05 |
| AZ | RA | APPROVED | 2024-12-11 |
| CA | RA | APPROVED | 2024-11-13 |
| CO | RA | APPROVED | 2024-11-13 |
| FL | RA | APPROVED | 2024-11-13 |
| MD | RA | APPROVED | 2024-11-13 |
| SC | RA | APPROVED | 2024-11-13 |
| WA | RA | APPROVED | 2024-10-02 |
| VA | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED_RES | 2022-01-04 |
| ME | RA | APPROVED | 2021-10-28 |
| NJ | RA | APPROVED | 2021-08-05 |
| IL | RA | APPROVED | 2021-06-30 |
| NY | RA | APPROVED | 2021-04-16 |
| CT | RA | APPROVED | 2021-02-15 |
| NH | RA | APPROVED | 2021-01-28 |
| NC | RA | APPROVED | 2021-01-13 |
| PA | RA | APPROVED | 2021-01-07 |
| OH | RA | APPROVED | 2021-01-06 |
| MA | RA | APPROVED | 2020-11-24 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Needham | MA | 03/2020 | Present |
| Park Avenue Securities Llc | Needham | MA | 12/2020 | Present |
| Guardian Life Insurance Co Of America | Needham | MA | 01/2016 | 01/2017 |
| Park Avenue Securities, Llc | Needham Park | MA | 01/2016 | 01/2017 |
| Group Design Build | Somerville | MA | 01/2017 | 01/2019 |
| Fallon Custom Homes | Needham | MA | 01/2019 | 03/2020 |
1) Insurance other than Guardian, Start date: 08/01/2025, Address: 160 Gould Street Suite 310 Needham, MA 02494, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-05 |
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