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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-30 |
| MA | RA | APPROVED | 2024-11-01 |
| FL | RA | APPROVED | 2024-10-29 |
| RI | RA | APPROVED | 2024-10-28 |
| TX | RA | APPROVED | 2024-10-28 |
Branch Locations
35 Braintree Hill Office Park Suite 106, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | East Providence | RI | 01/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 03/2017 |
| Securian Advisors Of New England | Mansfield | MA | 04/2017 | 08/2022 |
| Securian Financial Services, Inc. | St. Paul | MN | 04/2017 | 08/2022 |
| Minnesota Life Insurance Co. | St. Paul | MN | 04/2017 | 08/2022 |
| Baystate Financial | Boston | MA | 05/2012 | 03/2017 |
| Sagepoint Financial, Inc. | Braintree | MA | 08/2022 | 10/2024 |
| Osaic Wealth, Inc. | Cranston | RI | 09/2023 | 10/2024 |
| Park Avenue Securities | Braintree | MA | 10/2024 | Present |
| Guardian Life Insurance Company | Braintree | MA | 10/2024 | Present |
1) Residential rental property. Owner, Start date: 11/01/2009, Address: 453 Bay St, Taunton, MA 02780, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation , 2) NAIFA-RI BOD. Board Member, Start date: 10/01/2012, Address: 2400 Post Road, Warwick, RI 02886, 2 total hours per month; 2 during securities trading hours, Non investment related, No annual compensation, 3) Wealth Management Resource Group, LLC, Start Date: 10/28/2024, Address: 35 Braintree Hill Office Park, Ste. 106, Braintree, MA 02184, 160 total hour per month; 160 during securities trading hours, Investment related, Greater than 10% annual compensation , 4) Trust, Start Date: 10/16/2015, Address: 11 Fuller Drive, Norton, MA 02766, 0 total hour per month; 0 during securities trading hours, Not Investment related, No annual compensation ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-15 |
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