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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-15 |
| RI | RA | APPROVED | 2023-04-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timothy G Mccahan | Providence | RI | 08/2016 | 10/2017 |
| Northwestern Mutual Investment Services Llc | Providence | RI | 09/2016 | 10/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2017 | 10/2017 |
| Mutual Of Omaha Insurance Company | Providence | RI | 11/2017 | 02/2023 |
| Mutual Of Omaha Investor Services | Providence | RI | 12/2017 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence | RI | 02/2023 | Present |
| Taco Bell | Coventry | RI | 06/2022 | 09/2022 |
| Bank Of America N.A. | Providence | RI | 04/2023 | Present |
Author- I write historic fiction and Christian genre. This is not investment related. This is only done during non-trading hours. 20 hours per month. 2021 I will receive ongoing royalties for my work. Beach Walker Studio. Start 6/13/22. This is not investment related. This is only done during non-trading hours. D. Belanger dba Beach Walker Studio. A jewelry company. I work with my daughter. Weekend events, During non-trading hours , 10-20 hours a month I*2453273, Entity Type: Entity Charitable, Name of OBA: Pawtuxet Village Farmer's Market, Address: Cranston, Rhode Island, 02905, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/18/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Community Farmer's Market I*: 2557261 Entity Type: Charitable Name of OBA: Starfleet Address: Pawtucket, RI 02861 Investment Related: No Position, Title, Association: Communications officer Employee Start Date: 6/23/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: Run monthly newsletter and remind for meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 2003-06-05 |
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