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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-02-14 |
| NH | RA | APPROVED | 2024-11-26 |
| VA | RA | APPROVED | 2023-08-17 |
| VT | RA | APPROVED | 2023-01-30 |
| MA | RA | APPROVED | 2021-10-13 |
| FL | RA | APPROVED | 2021-10-06 |
| HI | RA | APPROVED | 2021-10-05 |
| ME | RA | APPROVED | 2021-10-05 |
| WA | RA | APPROVED | 2021-10-05 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Wayland, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfp, Life & Health, Sie Exams Passed, Now Preparing For Series 7 | Wayland | MA | 05/2020 | 06/2021 |
| Self-Employed & Independent Research To Inform Next Career Step | Wayland | MA | 01/2017 | 06/2021 |
| Boston University Financial Planning Program | Boston | MA | 10/2018 | 05/2020 |
| Covalent Partners Llc | Waltham | MA | 05/2006 | 12/2016 |
| Guardian Life Insurance Co Of America | Needham | MA | 06/2021 | Present |
| Park Avenue Securities, Llc | Needham | MA | 06/2021 | Present |
| Guardian Life Insurance Company | Wayland | MA | 06/2024 | Present |
| Park Avenue Securities | Wayland | MA | 06/2024 | Present |
1) Power of Attorney, Healthcare Proxy for my mother, Start date: 01/01/2018, Address: 128 West Plain Street, Wayland, MA 01778, 2 total hours per month; 1 during securities trading hours, Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-18 |
| S65 | Uniform Investment Adviser Law Examination | 2005-05-04 |
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