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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-04 |
| MD | RA | APPROVED | 2023-05-05 |
| NY | RA | APPROVED | 2023-01-10 |
| OH | RA | APPROVED | 2022-01-10 |
| NJ | RA | APPROVED | 2021-03-30 |
| CA | RA | APPROVED | 2021-03-29 |
| MA | RA | APPROVED | 2021-03-16 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Burlington, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lexington Christian Academy | Lexington | MA | 10/2013 | 08/2018 |
| Unemployed | Burlington | MA | 09/2018 | 12/2019 |
| Guardian Life Insurance Company | Needham Heights | MA | 01/2020 | Present |
| Park Avenue Securities | Needham Heights | MA | 10/2020 | Present |
| Guardian Life Insurance Company | Burlington | MA | 06/2024 | Present |
| Park Avenue Securities | Burlington | MA | 06/2024 | Present |
1) Andrew D. King Trust-co-trustee, Start date: 07/18/2024, Address: 7 Lee Ave, Burlington, MA 01803, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 2) Selling Non-Guardian Insurance, Start date: 08/12/2025, Address: 160 Gould Street, Suite 310 Needham, MA 02494, 2 total hour per month; 2 during securities trading hours, Investment related, Less than10% annual compensation, . .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-16 |
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