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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-05 |
| NC | RA | APPROVED | 2025-01-28 |
| NH | RA | APPROVED | 2024-06-25 |
| NJ | RA | APPROVED | 2024-01-30 |
| VT | RA | APPROVED | 2023-01-31 |
| NY | RA | APPROVED | 2021-04-16 |
| RI | RA | APPROVED | 2020-10-30 |
| ME | RA | APPROVED | 2019-06-17 |
| GA | RA | APPROVED | 2018-05-09 |
| TX | RA | APPROVED_RES | 2017-05-26 |
| SC | RA | APPROVED | 2017-04-13 |
| FL | RA | APPROVED | 2013-04-01 |
| AZ | RA | APPROVED | 2011-06-20 |
| MA | RA | APPROVED | 2009-01-08 |
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 Company | Needham | MA | 10/2007 | Present |
| Park Avenue Securities | Needham | MA | 01/2008 | Present |
| Bullfinch Group | Needham | MA | 10/2007 | Present |
1. Petersen Insurance-Broker, Start: 02/20/2019, Address: 160 Gould St Suite 310 Needham MA 02494, 25 non bus hrs per month, Investment related, 2) The Bulfinch Group Charitable Foundation-BOD, Start: 03/23/2022, Address: 160 Gould St Suite 310 Needham MA 02494, 1 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-12 |
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