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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-07 |
| CT | RA | APPROVED | 2026-02-23 |
| FL | RA | APPROVED | 2026-02-04 |
| ID | RA | APPROVED | 2025-07-15 |
| AZ | RA | APPROVED | 2024-06-24 |
| OH | RA | APPROVED | 2023-09-11 |
| CA | RA | APPROVED | 2023-02-02 |
| IN | RA | APPROVED | 2022-09-14 |
| GA | RA | APPROVED | 2022-08-15 |
| PA | RA | APPROVED | 2021-03-26 |
| TX | RA | APPROVED | 2021-03-26 |
| DC | RA | APPROVED | 2021-02-09 |
| CO | RA | APPROVED | 2021-02-02 |
| NY | RA | APPROVED | 2021-02-02 |
| NM | RA | APPROVED | 2021-01-29 |
| MA | RA | APPROVED | 2021-01-04 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Conservatory | Boston | MA | 09/2011 | 06/2020 |
| Minnesota Bach Ensemble | St.PAul | MN | 12/2013 | 05/2019 |
| Indiana University | Bloomington | IN | 09/2014 | 02/2020 |
| Lakes Area Music Festival | Brainerd | MN | 07/2013 | 07/2018 |
| Brookline Symphony Orchestra | Brookline | MA | 09/2017 | 06/2020 |
| Guardian Life Insurance Company | Needham | MA | 07/2020 | Present |
| Park Avenue Securities | Needham | MA | 08/2020 | Present |
1. Music Director - Brookline Symphony Orchestra: direct the Brookline Symphony Start date: 09/01/2018, Address: 12 Greenough Street #1, Brookline, MA 02445, 12 total hours month, 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 2. Freelance Conductor - Guest Conductor Indiana University, START DATE: 03/05/2023, ADDRESS: 205 S Jordan Ave, Bloomington, IN 47405, 10 total hours month, 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 3) Insurance other than Guardian, Start date: 09/02/2025, Address: 160 Gould Street Suite 310 Needham, MA 02494, 2 total hours month, 2 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-22 |
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