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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-17 |
| PA | RA | APPROVED | 2025-06-16 |
| IN | RA | APPROVED | 2024-08-02 |
| MT | RA | APPROVED | 2024-05-16 |
| IL | RA | APPROVED | 2023-12-01 |
| MI | RA | APPROVED | 2023-03-13 |
| DC | RA | APPROVED | 2022-01-20 |
| AZ | RA | APPROVED | 2021-08-23 |
| NY | RA | APPROVED | 2021-04-16 |
| MD | RA | APPROVED | 2021-03-22 |
| NC | RA | APPROVED | 2021-03-16 |
| OR | RA | APPROVED | 2021-01-15 |
| NE | RA | APPROVED | 2020-06-15 |
| FL | RA | APPROVED | 2020-02-14 |
| ME | RA | APPROVED | 2020-01-24 |
| WI | RA | APPROVED | 2019-11-21 |
| CT | RA | APPROVED | 2019-10-10 |
| NH | RA | APPROVED | 2019-01-14 |
| CA | RA | APPROVED | 2018-09-14 |
| CO | RA | APPROVED | 2018-09-14 |
| RI | RA | APPROVED | 2018-02-07 |
| TX | RA | APPROVED | 2017-08-23 |
| MO | RA | APPROVED | 2017-05-30 |
| NJ | RA | APPROVED | 2017-05-24 |
| MA | RA | APPROVED | 2017-03-27 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Dracut, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Needham | MA | 01/2016 | Present |
| Park Avenue Securities | Needham | MA | 01/2016 | Present |
| Guardian Life Insurance Company | Dracut | MA | 06/2024 | Present |
| Park Avenue Securities | Dracut | MA | 06/2024 | Present |
1. Guest Speaking- The Living Balance Sheet (LBS) has asked me to be a guest speaker at their Foundations training sessions every 60 days., Start: 06/01/2017, Address: Various, 2 bus hrs per month, Not investment related, 2. Insurance - Non Guardian- Life Insurance Sales - Agent Ohio National, Start: 03/29/2019 , Address: 160 Gould Street, Suite 310, Needham, MA 02494, 1 bus hr per month, Investment related, 3. HUB Wealth Strategies, LLC.-Co-Managing Member of Entity set up for marketing purposes and business team., Start: 01/01/2020, Address: 44 Mayflower Road, Winchester, MA 01890, 30 bus hrs per month, Not investment related, >10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-07 |
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