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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED | 2012-01-23 |
| PA | RA | APPROVED | 2011-04-05 |
| MA | RA | APPROVED | 2006-02-24 |
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 Guardian Life Insurance Company | New York | NY | 12/1993 | Present |
| Park Avenue Securities Llc | New York | NY | 05/1999 | Present |
1. The Bulfinch Group Charitable Foundation, Start: 03/01/2014, Address: 160 Gould Street, Suite 310Needham, MA 02494, 5 total hours per month; 1 during securities trading hours, Not investment related, No annual compensation, 2. Board Of Advisors of the Beth Israel Deaconess Hospital Needham-Advise the hospital on issues, Start: 07/01/2017, Address: Chestnut Street Needham, MA, 1 non bus hr per month, Not investment related, 3. Bulfinch Group Insurance Agency, LLC-GA for Guardian, Start: 12/16/1993,, Address: 160 Gould Street Needham, MA 02494 40 bus hrs per month, Investment related, >10% annual compensation, 4. BP Benefits-part owner of an Employee Benefits Company,. Start: 01/01/2017, Address: 160 Gould Street Needham, MA 02492, 1 bus hr per month, Investment related, 5. Executor family member, Start: 01/01/2020, Address: 758 South Street Needham, MA 02492, 5 non bus hrs per month, Investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-10 |
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