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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-04-08 |
| MI | RA | APPROVED | 2025-03-05 |
| MA | RA | APPROVED | 2024-02-22 |
Branch Locations
35 Village Road Suite 302, Middleton, MA 01949 • United States
Haverhill, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | 09/2021 |
| Eagle Tribune | North Andover | MA | 08/2017 | 09/2018 |
| Cybercoders | Boston | MA | 05/2016 | 08/2017 |
| Witch City Cleaning | Salem | MA | 11/2011 | 06/2018 |
| Lincoln Investment | Fort Washington | PA | 08/2021 | 02/2024 |
| Capital Analysts | Fort Washington | PA | 08/2021 | 02/2024 |
| Guardian Life Insurance Company | Middleton | MA | 01/2024 | Present |
| Park Avenue Securities Llc | Middleton | MA | 02/2024 | Present |
| Guardian Life Insurance Company | Haverhill | MA | 06/2024 | Present |
| Park Avenue Securities | Haverhill | MA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-12 |
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