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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-11-06 |
| CT | RA | APPROVED | 2025-04-24 |
| OH | RA | APPROVED | 2024-10-31 |
| FL | RA | APPROVED | 2024-08-15 |
| CA | RA | APPROVED | 2024-08-14 |
| NY | RA | APPROVED | 2024-08-14 |
| GA | RA | APPROVED | 2024-07-05 |
| MA | RA | APPROVED | 2024-01-03 |
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 Bulfinch Group | Needham | MA | 07/2021 | 08/2022 |
| Commonwealth Financial Group | Needham | MA | 05/2020 | 05/2021 |
| Unemployed | Boston | MA | 05/2021 | 07/2021 |
| Lansforsakringar Uppsala | Uppsala | 04/2018 | 08/2019 | |
| Lansforsakringar Uppsala | Uppsala | 02/2017 | 04/2018 | |
| Card Group International Ab | Gavle | 06/2016 | 02/2017 | |
| Hult International Business School | Cambridge | MA | 08/2020 | 07/2021 |
| Hult International Business School | Cambridge | MA | 08/2019 | 08/2020 |
| Uppsala University | Uppsala | 08/2016 | 06/2019 | |
| Guardian Life Insurance Company | Needham | MA | 09/2021 | Present |
| Park Avenue Securities Llc | Needham | MA | 08/2022 | Present |
| Guardian Life Insurance Company | Newton Center | MA | 06/2024 | 09/2025 |
| Park Avenue Securities | Newton Center | MA | 06/2024 | 09/2025 |
| Guardian Life Insurance Company | Boston | MA | 09/2025 | 02/2026 |
| Park Avenue Securities | Boston | MA | 09/2025 | 02/2026 |
1) Notary Public-Notary Public. Helping our team at the Bulfinch Group, Start date: 07/20/2023, Address: 160 Gould Street, Suite 310 Needham MA 02494, 1 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-02 |
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