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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-08-29 |
| PA | RA | APPROVED | 2023-08-23 |
| NC | RA | APPROVED | 2022-04-18 |
| DC | RA | APPROVED | 2021-10-13 |
| AZ | RA | APPROVED | 2021-08-23 |
| NY | RA | APPROVED | 2021-04-16 |
| CT | RA | APPROVED | 2021-02-26 |
| CO | RA | APPROVED | 2020-09-23 |
| TX | RA | APPROVED | 2019-02-26 |
| VA | RA | APPROVED | 2018-04-12 |
| NJ | RA | APPROVED | 2018-04-04 |
| MA | RA | APPROVED | 2018-01-05 |
| FL | RA | APPROVED | 2018-01-04 |
| ME | RA | APPROVED | 2018-01-04 |
| UT | RA | APPROVED | 2018-01-04 |
| CA | RA | APPROVED | 2018-01-03 |
| KY | RA | APPROVED | 2018-01-03 |
| MD | RA | APPROVED | 2018-01-03 |
| NH | RA | APPROVED | 2018-01-03 |
| OH | RA | APPROVED | 2018-01-03 |
| RI | RA | APPROVED | 2018-01-03 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Winchester, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Needham | MA | 05/2009 | Present |
| Park Avenue Securities | Needham | MA | 02/2010 | Present |
| Metro Advisory Group | New York | NY | 08/2008 | Present |
| Guardian Life Insurance Company | Winchester | MA | 06/2024 | Present |
| Park Avenue Securities | Winchester | MA | 06/2024 | Present |
1. Bulfinch Charitable Foundation-Sit on the Board for the Bulfinch Charitable Foundation, Start: 05/01/2014, Address: 160 Gould Street Suite 310 Needham, MA02494, 2 bus hrs per month, Not investment related, 2. Outside Insurance Business-Life, Disability and Fixed Annuities placed with companies outside Guardian and Innovative Underwriters,. Start: 01/01/2019, Address: 44 Mayflower Road Winchester, Ma 01890, Hrs per month - tot/bus: 10/6, Investment related, 3. HUB Wealth Strategies, LLC.-Co-Managing Member - LLC established for the purpose of marketing financial practice,. Start: 01/01/2020, Address: 44 Mayflower Road Winchester, MA 01890, 30 bus hrs per month, Investment related, >10% annual compensation, 4) Personal Trustee for Family Member-mother, Start:01/01/2021, Address: 44 Mayflower Road Winchester, MA 01890, 0 total hours per month, Not investment related, No annual compensation, 5) AGLS LLC- Owner/Managing Director, Nature of Business: established to own a private investment, Start date: 06/01/2024, Address: 44 Mayflower Road Winchester, MA 01890, Duties: Manage investment through LLC, 1 total hours per month; 0 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-03 |
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