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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-14 |
| IN | RA | APPROVED | 2026-02-16 |
| NC | RA | APPROVED | 2025-07-15 |
| PA | RA | APPROVED | 2024-05-22 |
| RI | RA | APPROVED | 2024-04-03 |
| HI | RA | APPROVED | 2024-03-13 |
| FL | RA | APPROVED | 2023-08-14 |
| VA | RA | APPROVED | 2023-04-07 |
| AZ | RA | APPROVED | 2022-07-07 |
| VT | RA | APPROVED | 2022-03-31 |
| NY | RA | APPROVED | 2021-04-16 |
| ME | RA | APPROVED | 2020-10-27 |
| MD | RA | APPROVED | 2020-10-09 |
| MN | RA | APPROVED | 2019-04-16 |
| CT | RA | APPROVED | 2018-10-11 |
| CO | RA | APPROVED | 2018-08-20 |
| CA | RA | APPROVED | 2016-07-13 |
| NJ | RA | APPROVED | 2016-06-28 |
| NH | RA | APPROVED | 2015-01-30 |
| MA | RA | APPROVED | 2014-06-16 |
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 |
|---|---|---|---|---|
| Guardian | Needham | MA | 10/2013 | Present |
| Park Ave Securities | Needham | MA | 02/2014 | Present |
1) Insurance other than Guardian-Sale of insurance products through approved carriers, Start: 03/04/2014, Address: 160 Gould St. Ste 310 Needham, MA 02494, 7 total hours per month; 3 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Board Member for Needham Community Council, Start: 10/08/2024, Address: 570 Hillside Avenue Needham, MA 02494, 2 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-04 |
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