Best Investors Account Sign in

Samantha Jo Wineke

Park Avenue Securities LLC

Needham, MA

Watertown, MA

Claim This Profile
Current Employers
Park Avenue Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-15
  • MA RA
    APPROVED
    Since 2026-07-15

Branch Locations

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

Watertown, MA • 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
N/A N/A MD 04/2016 10/2017
Physio Logic Brooklyn NY 10/2017 02/2020
Raymond James & Associates, Inc. Memphis (Remote) TN 10/2019 06/2024
Unemployed Watertown MA 06/2024 01/2025
The Bulfinch Group Needham MA 01/2025 05/2026
Guardian Life Insurance Company Needham MA 05/2026 Present
Guardian Life Insurance Company Watertown MA 05/2026 Present
Park Avenue Securities Needham MA 05/2026 Present
Park Avenue Securities Watertown MA 05/2026 Present
  • 04/2016 → 10/2017
    N/A
    N/A, MD
  • 10/2017 → 02/2020
    Physio Logic
    Brooklyn, NY
  • 10/2019 → 06/2024
    Raymond James & Associates, Inc.
    Memphis (Remote), TN
  • 06/2024 → 01/2025
    Unemployed
    Watertown, MA
  • 01/2025 → 05/2026
    The Bulfinch Group
    Needham, MA
  • 05/2026 → Present
    Guardian Life Insurance Company
    Needham, MA
  • 05/2026 → Present
    Guardian Life Insurance Company
    Watertown, MA
  • 05/2026 → Present
    Park Avenue Securities
    Needham, MA
  • 05/2026 → Present
    Park Avenue Securities
    Watertown, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
S63 Uniform Securities Agent State Law Examination 2014-03-14
  • S66 Uniform Combined State Law Examination
    2026-05-22
  • S63 Uniform Securities Agent State Law Examination
    2014-03-14

View on SEC IAPD

Other Firms

ARMSTRONG ADVISORY GROUP INC.
OSAIC WEALTH, INC.
GOODMAN ADVISORY GROUP, LLC
M HOLDINGS SECURITIES, INC.
INTEGRATED WEALTH CONCEPTS LLC
DARROW WEALTH MANAGEMENT
FREEMAN FINANCIAL LLC
GLOBAL RETIREMENT PARTNERS LLC

Other Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley

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

More in Needham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor