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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-21 |
| VT | RA | APPROVED | 2026-05-26 |
| CO | RA | APPROVED | 2026-01-07 |
| UT | RA | APPROVED | 2025-05-28 |
| NY | RA | APPROVED | 2024-06-24 |
| RI | RA | APPROVED | 2023-09-13 |
| FL | RA | APPROVED | 2023-06-07 |
| ME | RA | APPROVED | 2023-05-18 |
| PA | RA | APPROVED | 2023-05-10 |
| NJ | RA | APPROVED | 2023-02-16 |
| WA | RA | APPROVED | 2023-02-14 |
| MA | RA | APPROVED | 2023-02-07 |
| NH | RA | APPROVED | 2023-02-01 |
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 |
|---|---|---|---|---|
| Spartan Race, Inc. | Boston | MA | 10/2016 | 03/2022 |
| Massmutual | Springfield | MA | 05/2016 | 10/2016 |
| Guardian Life Insurance | Needham Heights | MA | 05/2022 | Present |
| Park Avenue Securities | Needham Heights | MA | 09/2022 | Present |
1) Insurance- Independent Contractor for insurance sales for carriers other than Guardian. , Start date: 07/11/2022, Address: 17 Niles Street Dover, NH 03820, 2 total hours per month 2 during securities trading hours,, Investment related, Less than 10% annual compensation, 2) Real Estate Rental Income-two apartment units generating rental income, Start date: 10/01/2023, Address: 75 South Street Rollinsford, NH 03869, 5 total hours per month; 1 during securities trading hours,, Investment related, More than 10% annual compensation, 3) Personal Podcast Content-host a podcast on Spotify & Apple, Start date: 01/03/2025, Address: 75 South Street Rollinsford, NH 03869, 3 total hours per month; 0 during securities trading hours,, Not investment related, No annual compensation, 4) Board of Director for Children's Museum of New Hampshire-Board of Directors, Start date: 05/01/2025, Address: 6 Washington Street Dover, NH 03820, 2 total hours per month; 1 during securities trading hours,, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-25 |
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