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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 02/1999 | 05/2019 |
| Beck Bode Llc | Dedham | MA | 05/2019 | 08/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2021 | 05/2021 |
| Mcadam Llc | Boston | MA | 04/2021 | 05/2021 |
| Unemployed | Newton | MA | 09/2020 | 03/2021 |
| Morgan Stanley | Boston | MA | 06/2021 | 06/2024 |
| Ameriprise Financial Services, Llc | Waltham | MA | 06/2024 | 01/2025 |
| Nylife Securities Llc | Waltham | MA | 03/2025 | Present |
| New York Life Insurance Company | Waltham | MA | 03/2025 | Present |
| Unemployed | Newton | MA | 02/2025 | 03/2025 |
| Eagle Strategies Llc | Waltham | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-05 |
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