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Boris Lokshin

Park Avenue Securities LLC

Needham, MA

Naples, FL

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Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-02-10
MA RA APPROVED 2017-09-11
  • GA RA
    APPROVED
    Since 2025-02-10
  • MA RA
    APPROVED
    Since 2017-09-11

Branch Locations

160 Gould Street Suite 310, Needham, MA 02494 • United States

Naples, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Berkshire Life Ins. Co Pittsfield MA 08/1995 Present
Berkshire Equity Sales, Inc. Pittsfield MA 09/1995 Present
Guardian Life Insurance Company Needham MA 01/2016 Present
Park Avenue Securities Llc Needham MA 01/2016 Present
Guardian Life Insurance Company Naples FL 06/2024 Present
Park Avenue Securities Naples FL 06/2024 Present
  • 08/1995 → Present
    Berkshire Life Ins. Co
    Pittsfield, MA
  • 09/1995 → Present
    Berkshire Equity Sales, Inc.
    Pittsfield, MA
  • 01/2016 → Present
    Guardian Life Insurance Company
    Needham, MA
  • 01/2016 → Present
    Park Avenue Securities Llc
    Needham, MA
  • 06/2024 → Present
    Guardian Life Insurance Company
    Naples, FL
  • 06/2024 → Present
    Park Avenue Securities
    Naples, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-12-28
  • S63 Uniform Securities Agent State Law Examination
    1995-12-28
Designations

View on SEC IAPD

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MICHELE CHRISTINE CROPLEY
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Andrew Rudolph Haff
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Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · NEWTON UPPER FALLS, MA

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