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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-20 |
| NH | RA | APPROVED | 2023-01-07 |
| MA | RA | APPROVED | 2006-03-15 |
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 |
|---|---|---|---|---|
| Guardian Life Ins. Co. | Needham | MA | 04/1977 | Present |
| Park Avenue Securities Llc | Needham | MA | 05/1999 | Present |
1. Rental Property on Martha's Vineyard, MA-Own a single family home on Martha's Vineyard, MA which is rented to an outside tenant on an annual basis,. Start: 01/01/1987, Address: 28 Saddle Club Road Edgartown, MA 02539, Hrs per month - Tot/Bus: 4/2, Investment related, 2. Wharton Club of Boston-Boston Chapter of Alumni Association, Start: 10/01/2015, Address: Volunteer organization - No business address, Hrs per month - Tot/Bus: 3/1, Not investment related, 3. Temple Beth Shalom Brotherhood-Men's organization of Temple. Brotherhood Board represents the Brotherhood of the Temple and is responsible for running several events during the year, Start: 07/01/2016, Address: 670 Highland Ave. Needham, MA 02494, 2 non bus hrs per month, Not investment relate, 4. Outside Insurance-Selling LTC insurance, fixed life insurance, disability insurance, fixed annuities and group benefits, Start: 01/01/2019, Address: 160 Gould St., Suite 310 Needham, MA 02494, 4 bus hrs per month, Investment related, 5. Officer for Harold & Evelyn R. Davis Memorial Foundation-Treasurer of a Family Foundation with my siblings. We fund activities involved in either music or in the Sarasota, FL area, Start: 01/01/2000, Address: PO Box 12224 Knoxville, TN 37912, 1 non bus hr per month, Not investment related, 6) Boston Estate Planning Council Roundtable Committee Membership-identifies candidates to run informational Roundtable discussions, Start: 07/01/2024, Address: 4 Lan Dr. Suite 310 Westford, MA 01886, 2 total hours per month; 2 during securities trading hours, Not investment related, No annual compensation, 7) Rotary Club of Needham-President, Nature of Business: Rotary Club, Start date: 07/01/2026, Address: 1068 Chestnut St. Newton, MA 02464., Duties: run the weekly meetings and monthly Board meetings, 10 total hours per month; 6 during securities trading hours, Not investment related, 8) Rotary Club of Needham-RYLA Chairman, Nature of Business: Rotary Club, Start date: 07/01/2026, Address: 1068 Chestnut St. Newton, MA 02464., Duties: select high school sophomores to attend the annual Rotary Youth Leadership Awards weekend, 2 total hours per month; 2 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-03-02 |
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