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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-08-10 |
| LA | RA | APPROVED | 2026-02-05 |
| CO | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2025-01-17 |
| KY | RA | APPROVED | 2025-01-15 |
| GA | RA | APPROVED | 2024-09-11 |
| CA | RA | APPROVED | 2023-07-11 |
| RI | RA | APPROVED | 2022-06-03 |
| ME | RA | APPROVED | 2022-03-11 |
| NY | RA | APPROVED | 2021-04-16 |
| PA | RA | APPROVED | 2021-01-20 |
| CT | RA | APPROVED | 2020-10-24 |
| FL | RA | APPROVED | 2020-10-07 |
| UT | RA | APPROVED | 2020-08-18 |
| NJ | RA | APPROVED | 2020-08-07 |
| NH | RA | APPROVED | 2019-04-08 |
| MA | RA | APPROVED | 2018-12-10 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
Mansfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | Wellesley | MA | 06/2016 | 12/2016 |
| Babson College | Babson Park | MA | 08/2013 | 05/2017 |
| Babson College | Babson Park | MA | 08/2013 | 05/2017 |
| Guardian Life Insurance Company | Needham | MA | 07/2017 | Present |
| Unemployed | Franklin | MA | 05/2017 | 07/2017 |
| Park Avenue Securities | Needham | MA | 11/2017 | Present |
| Guardian Life Insurance Company | Mansfield | MA | 06/2024 | Present |
| Park Avenue Securities | Mansfield | MA | 06/2024 | Present |
1) Ash Brokerage-broker, Start date: 08/01/2025, Address: 343 Willow St, Mansfield, MA 02048, 2 total hours per month; 2 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
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