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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| CO | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2026-01-02 |
| MD | RA | APPROVED | 2026-01-02 |
| NJ | RA | APPROVED | 2026-01-02 |
| RI | RA | APPROVED | 2026-01-02 |
| SC | RA | APPROVED | 2026-01-02 |
| VT | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2024-02-13 |
| PA | RA | APPROVED | 2023-08-23 |
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED | 2020-10-26 |
| OH | RA | APPROVED | 2020-02-25 |
| ME | RA | APPROVED | 2019-06-16 |
| CT | RA | APPROVED | 2019-01-09 |
| GA | RA | APPROVED | 2018-05-14 |
| AZ | RA | APPROVED | 2013-09-25 |
| NH | RA | APPROVED | 2012-04-24 |
| MA | RA | APPROVED | 2005-11-18 |
Branch Locations
160 Gould Street Suite 310, Needham, MA 02494 • United States
539R Mass Ave, Arlington, MA 02474 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Needham | MA | 11/2005 | Present |
| Park Avenue Securities | Needham | MA | 11/2005 | Present |
| The Bulfinch Group Llc | Needham | MA | 11/2005 | Present |
| Park Avenue Securities | Arlington | MA | 09/2022 | Present |
| Guardian Life Insurance Company | Arlington | MA | 09/2022 | Present |
1. Teaching/Adult Ed Classes-teach classes on Retirement related issues, Start: 10/01/2014, Address: 865 Mass Ave; Arlington MA, 2 non bus hrs per month, Not investment related, 2. Insurance Sales-sell life, disability and health insurance and fixed annuity products that are not Guardian proprietary products through GA channels., Start: 11/01/2014, Address; 39 Spring Ave Arlington MA 02476, 5 bus hrs per month, Investment related, 3) Rental Income-condo in Newmarket NH which is rented to a year round tenant, Start: 01/01/1990, Address; 4B Bass St Newmarket NH 03880, 1 total hour per month; < than 1 during securities trading hours, Investment related, Less than 10% annual compensation, 4) Trustee for ILIT-Parents, Start: 05/31/1994, Address; 160 Gould Street, 1 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation, 5) Boston community Boat Building-Board Member, Nature of Business: non-profit board, Start date: 01/01/2026, Address: 21 Liberty Drive | Boston, MA 02210, Duties: hands on learning for Boston school students on boat building, 2 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-17 |
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