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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-30 |
| ME | RA | APPROVED | 2023-08-04 |
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 |
|---|---|---|---|---|
| The Bullfinch Group | Needham | MA | 12/2021 | 07/2023 |
| Caw L.L.C. Dba Woody's Sports Grill | Waterboro | ME | 10/2016 | Present |
| Hand And Foot L.L.C. Dba Bull Feeney's Irish Pub | Portland | ME | 05/2002 | 02/2017 |
| Guardian Life Insurance | Needham | MA | 07/2023 | Present |
| Park Avenue Securities | Needham | MA | 07/2023 | Present |
1) Scott & Dolores Trust-trustee, Start date: 01/01/2018 Address: 247 Middle Road Waterboro, ME 04087, 1 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 2) Illinois Mutual-work directly with Illinois Mutual on a DI case for a client, when Guardian cannot offer coverage, Start date: 10/09/2022, Address: 45 Bridgton Road, Westbrook, Maine 04092, 1 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 3) Association of Financial Educators-volunteer with the organization doing workshops and seminars. Start date: 06/02/2025, Address: 108 Wild Basin Road S, Suite 250 Austin, TX 78746, 4 total hours per month; 2 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
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