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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-06-18 |
| CA | RA | APPROVED | 2025-11-04 |
| SC | RA | APPROVED | 2025-01-27 |
| MO | RA | APPROVED | 2025-01-21 |
| MD | RA | APPROVED | 2024-04-30 |
| NY | RA | APPROVED | 2024-04-29 |
| AZ | RA | APPROVED | 2024-03-01 |
| CO | RA | APPROVED | 2024-01-08 |
| OH | RA | APPROVED | 2024-01-06 |
| GA | RA | APPROVED | 2023-10-20 |
| KS | RA | APPROVED | 2023-03-13 |
| UT | RA | APPROVED | 2022-09-22 |
| VA | RA | APPROVED | 2022-09-12 |
| NJ | RA | APPROVED | 2022-08-24 |
| IN | RA | APPROVED | 2022-08-22 |
| PA | RA | APPROVED | 2022-02-23 |
| RI | RA | APPROVED | 2022-02-23 |
| TX | RA | APPROVED | 2022-01-14 |
| FL | RA | APPROVED | 2022-01-06 |
| NC | RA | APPROVED | 2022-01-05 |
| IL | RA | APPROVED | 2021-08-05 |
| NH | RA | APPROVED | 2021-03-08 |
| MA | RA | APPROVED | 2021-02-23 |
Branch Locations
35 Village Road Suite 302, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Middleton | MA | 06/2015 | Present |
| Park Avenue Securities | Middleton | MA | 06/2020 | Present |
1. INSURANCE BROKER- PRODUCTS OTHER THAN GUARDIAN ADDRESS: 35 VILLAGE ROAD, SUITE 302, MIDDLETON, MA 01949 START DATE: 01/21/2016 10 HOURS PER MONTH/ 5 DURING NORMAL BUSINESS HOURS INVESTMENT RELATED LESS THAN 10& ANNUAL COMPENSATION 2. Education Coordinator - BNI (Business Network International), Start Date: 6/1/16, Address: 50 Ferncropft Rd., Danvers 01923, 6 total hours per month; 0 during securities trading, Not investment related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-29 |
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