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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
| MD | RA | APPROVED | 2026-05-06 |
Branch Locations
Wilmington, MA • United States
35 Braintree Hill Office Park Suite 106, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Asset Management | Boston | MA | 11/2004 | 12/2019 |
| New York Life Insurance Co | Waltham | MA | 08/2020 | 06/2021 |
| Unemployed | Wilmington | MA | 01/2020 | 07/2020 |
| Pruco Securities/Prudential | Wakefield | MA | 06/2021 | 10/2023 |
| Edward Jones | St Louis | MO | 10/2023 | 02/2025 |
| Mcadam Llc | Waltham | MA | 05/2025 | 04/2026 |
| Guardian Life Insurance Company | Braintree | MA | 05/2026 | Present |
| Guardian Life Insurance Company | Braintree | MA | 05/2026 | Present |
| Park Avenue Securities | Braintree | MA | 05/2026 | Present |
| Park Avenue Securities | Braintree | MA | 05/2026 | Present |
Name: Insurance other than Guardian Start Date: 04/15/2026 Address: 24 Liberty Street, Wilmington, MA. 01887 4 total hours per month 2 during securities trading hours Investment related 10-25% Annual compensation 2. 43 Cogswell Street, LLC, Start: 2/15/24, Nature: Legal Entity with no underlying holdings or assets, Address: 24 Liberty Street, Wilmington, MA. 01887, Duties: Owner, 1 total hr/month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-16 |
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