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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-05-23 |
| MA | RA | APPROVED | 2025-02-14 |
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 |
|---|---|---|---|---|
| Full-Time Education | Seekonk | MA | 09/2006 | 06/2019 |
| Toti's Restaurant & Pizzeria | Seekonk | MA | 07/2019 | 01/2020 |
| Full-Time Education | Smithfield | RI | 09/2019 | 05/2023 |
| Children's Express Child Care, Inc | Attleboro | MA | 07/2020 | 08/2020 |
| Bryant University | Smithfield | RI | 08/2020 | 12/2022 |
| Woodard & Clark Tax & Wealth Advisors | Riverside | RI | 01/2021 | 04/2023 |
| Carelink Ri | East Providence | RI | 05/2021 | 08/2021 |
| The Bulfinch Group | Needham | MA | 06/2022 | 02/2023 |
| Carelink Ri | East Providence | RI | 02/2023 | 04/2023 |
| The Bulfinch Group | Needham | MA | 04/2023 | 02/2025 |
| Guardian Life Insurance | Needham | MA | 02/2025 | Present |
| Park Avenue Securities | Needham | MA | 02/2025 | Present |
1) ASH/ Innovative Underwriters, Start date: 10/01/2025, Address: 160 Gould St Suite 310 Needham MA 02494, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-01 |
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