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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-10 |
| NH | RA | APPROVED | 2020-01-17 |
| PA | RA | APPROVED | 2014-05-16 |
| MA | RA | APPROVED | 2007-02-21 |
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 Insurance Co Of America | Rockland | MA | 10/2009 | 10/2016 |
| Park Avenue Securities Llc | Rockland | MA | 10/2009 | 10/2016 |
| Guardian Life Insurance | Needham | MA | 10/2016 | 12/2016 |
| Park Avenue Securities | Needham | MA | 10/2016 | 12/2016 |
| Guardian Life Insurance | Rockland | MA | 01/2017 | 12/2019 |
| Park Avenue Securities Llc | Rockland | MA | 01/2017 | 12/2019 |
| Guardian Life Insurance Company | Needham | MA | 12/2019 | Present |
| Park Avenue Securities | Needham | MA | 12/2019 | Present |
1. Insurance Products other than Guardian Occasionally sell insurance products outside of Guardian if appropriate for the client Start: 10/01/2010 Address: 342 Union Street, Hanover, MA 02339 Bulfinch Group 300 Ledgewood Place, Suite 100, Rockland, MA 02370 3 non bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-23 |
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