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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-06-04 |
| RI | RA | APPROVED | 2026-04-29 |
| DE | RA | APPROVED | 2026-02-16 |
| CT | RA | APPROVED | 2025-08-06 |
| VT | RA | APPROVED | 2025-04-04 |
| PA | RA | APPROVED | 2025-02-18 |
| MO | RA | APPROVED | 2025-02-10 |
| NH | RA | APPROVED | 2025-01-29 |
| OH | RA | APPROVED | 2024-10-31 |
| FL | RA | APPROVED | 2024-08-15 |
| CA | RA | APPROVED | 2024-08-14 |
| NY | RA | APPROVED | 2024-08-14 |
| GA | RA | APPROVED | 2024-07-05 |
| MA | RA | APPROVED | 2023-11-15 |
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 |
|---|---|---|---|---|
| The Bulfinch Group | Needham | MA | 01/2023 | 06/2023 |
| Emilson Ymca | Hanover | MA | 06/2015 | 05/2017 |
| Full Time Education | Boston | MA | 01/2013 | 05/2017 |
| Ma Falvey Painting Company | Hingham | MA | 05/2017 | 08/2018 |
| Babson College | Wellesley | MA | 08/2018 | 05/2022 |
| Hatherly Country Club | Scituate | MA | 07/2017 | 11/2017 |
| Michael Ball Carpentry And Remodeling | Scituate | MA | 03/2018 | 05/2018 |
| Babson College | Wellesley | MA | 08/2018 | 05/2022 |
| Cohasset Hospitality Partners | Cohasset | MA | 05/2022 | 11/2022 |
| The Cellar Tavern | Abington | MA | 03/2023 | 06/2023 |
| Guardian Life Insurance Company | Needham | MA | 06/2023 | Present |
| Park Avenue Securities Llc | Needham | MA | 07/2023 | Present |
1) Coaching-Head Coach for for a high school Freshman team, Nature of Business: Hockey, Start date: 12/08/2025, Address: 150 Morrissey Blvd, Boston, MA 02125, Duties: Coach, 20 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-29 |
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