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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-05-21 |
| MA | RA | APPROVED | 2020-08-11 |
| NH | RA | APPROVED | 2020-08-03 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Rye Beach, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patriot Tax Service | Portsmouth | NH | 12/2003 | Present |
| Methuen Tax Associates, Llc | Haverhill | MA | 07/2009 | 04/2019 |
| Guardian Life Insurance Co Of America | Needham | MA | 02/2019 | Present |
| Park Avenue Securities, Llc | Needham | MA | 07/2019 | Present |
| Department Of Defense | Kittery | ME | 11/2009 | 02/2019 |
| Guardian Life Insurance Company | Rye Beach | NH | 06/2024 | Present |
| Park Avenue Securities | Rye Beach | NH | 06/2024 | Present |
1) PATRIOT TAX SERVICE-CPA/Tax prep, Start date: 01/01/2003, Address: 1950 LAFAYETTE RD, SUITE 111, PORTSMOUTH, NH 03801, 40 total hours per month; 40 during securities trading hours, Not investment related, More than 10% annual compensation, 2) Power of Attorney-In laws, Start date: 02/19/2025, Address: 655 Central Rd Rye Beach NH 03871, 7 total hours per month; 1 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-22 |
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