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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-22 |
| MO | RA | APPROVED | 2026-04-13 |
| WV | RA | APPROVED | 2026-03-09 |
| NC | RA | APPROVED | 2026-02-26 |
| IN | RA | APPROVED | 2026-01-08 |
| OH | RA | APPROVED | 2024-04-15 |
| NY | RA | APPROVED | 2023-09-27 |
| CA | RA | APPROVED | 2023-07-17 |
| TX | RA | APPROVED | 2023-01-27 |
| NH | RA | APPROVED | 2023-01-05 |
| DC | RA | APPROVED | 2022-08-22 |
| CT | RA | APPROVED | 2022-07-22 |
| RI | RA | APPROVED | 2022-05-25 |
| FL | RA | APPROVED | 2021-08-02 |
| MA | RA | APPROVED | 2021-06-29 |
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 |
|---|---|---|---|---|
| Alltype Digital Graphics | Framingham | MA | 09/2012 | 08/2017 |
| Casino Wharf Fx | East Falmouth | MA | 06/2015 | 08/2017 |
| Falmouth Yacht Club | East Falmouth | MA | 06/2017 | 08/2017 |
| Fitzy's Car Wash | Ashland | MA | 12/2012 | 12/2019 |
| Sk Marine Electronics | New Bedford | MA | 06/2018 | 08/2018 |
| Falmouth Raw Bar | East Falmouth | MA | 05/2019 | 08/2019 |
| The Bulfinch Group | Needham Heights | MA | 06/2020 | 11/2020 |
| University Of New Hampshire | Durham | NH | 08/2016 | 05/2020 |
| Guardian Life Insurance Company | Needham | MA | 11/2020 | Present |
| Park Avenue Securities | Needham | MA | 11/2020 | Present |
1) Life Coaching & Personal Development-life coaching and professional development services focused on personal growth, career advancement, and leadership skills, Start date: 02/01/2025, Address: 202 Myrtle Street Ashland, MA 01721, 10 total hours per month; 5 during securities trading hours, Not investment related, No annual compensation, 2) Insurance outside of Guardian, Start date: 01/01/2025, Address: 160 Gould St, Suite 310 Needham, MA 02494, 1 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-30 |
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