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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-26 |
| NH | RA | APPROVED | 2026-03-27 |
| GA | RA | APPROVED | 2025-09-15 |
| NE | RA | APPROVED | 2025-09-12 |
| VA | RA | APPROVED | 2025-09-12 |
| CA | RA | APPROVED | 2025-09-03 |
| MA | RA | APPROVED | 2025-06-18 |
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 |
|---|---|---|---|---|
| Bulfinch Group | Needham | MA | 11/2023 | 06/2025 |
| Thousandeeys | Austin | TX | 06/2018 | 09/2023 |
| Mvf | Austin | TX | 06/2016 | 06/2018 |
| Unemployed | Unemployed | MA | 09/2023 | 11/2023 |
| Guardian Life Insurance | Needham | MA | 06/2025 | Present |
| Park Avenue Securities | Needham | MA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-05 |
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