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Richard L Poitras

Park Avenue Securities LLC

Needham, MA

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Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2001-02-22
  • MA RA
    APPROVED
    Since 2001-02-22

Branch Locations

160 Gould Street Suite 310, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Insurance Rockland MA 01/2016 10/2016
Park Avenue Securities Llc Rockland MA 01/2016 10/2016
Guardian Life Insurance Needham MA 10/2016 Present
Park Avenue Securities Needham MA 10/2016 Present
  • 01/2016 → 10/2016
    Guardian Life Insurance
    Rockland, MA
  • 01/2016 → 10/2016
    Park Avenue Securities Llc
    Rockland, MA
  • 10/2016 → Present
    Guardian Life Insurance
    Needham, MA
  • 10/2016 → Present
    Park Avenue Securities
    Needham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-11-10
S65 Uniform Investment Adviser Law Examination 1998-09-08
  • S63 Uniform Securities Agent State Law Examination
    1998-11-10
  • S65 Uniform Investment Adviser Law Examination
    1998-09-08
Designations
Other Names
  • Richard L Poitras
  • Richard Lee Poitras

View on SEC IAPD

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Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · NEWTON UPPER FALLS, MA

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