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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-14 |
| NC | RA | APPROVED | 2025-01-09 |
| CO | RA | APPROVED | 2024-06-21 |
| OH | RA | APPROVED | 2024-05-09 |
| DE | RA | APPROVED | 2023-06-09 |
| RI | RA | APPROVED | 2023-05-19 |
| NJ | RA | APPROVED | 2019-03-19 |
| VT | RA | APPROVED | 2017-12-01 |
| ME | RA | APPROVED | 2017-07-03 |
| NH | RA | APPROVED | 2017-07-03 |
| MA | RA | APPROVED | 2017-06-06 |
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 |
|---|---|---|---|---|
| Phoenix Mutual Life Ins. Co. | Hartford | CT | 11/1990 | Present |
| Guardian Life Insurance Co. Of America | New York | NY | 03/1996 | Present |
| Park Avenue Securities Llc | Needham | MA | 06/1999 | Present |
1. INSURANCE SERVICES-Insurance other then Guardian. Start: 11/01/1990, Address: 160 Gould St, Needham, MA 02492, Hrs per month - Tot/Bus: 50/40, Investment related, >10% annual compensation, 2) Vice Chair for National PAC Committee,( NAIFA)- Political Action Committee-raise funds for the PAC by working with States NAIFA Leadership who are only asking NAIFA members, Start: 01/01/2025, Address: 68 TARBOX STREET DEDHAM, MA 02026, 6 total hours per month; 6 during securities trading hours, Not investment related, No annual compensation, 3) Vacation rental-second home and we are contemplating renting it out to the public, Start: 10/24/2023, Address: 242 High haith Rd. Center Harbor, NH 03226, 5 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-23 |
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