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Farmingdale, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-29 |
Branch Locations
Farmingdale, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Waltham | MA | 01/2008 | 11/2019 |
| Northeast Planning Associates, Inc. | Woburn | MA | 08/2012 | 11/2019 |
| Cwm, Llc | Norwell | MA | 11/2019 | 01/2023 |
| Tifin | Boulder | CO | 01/2023 | 01/2025 |
| 401 Financial | Weston | MA | 01/2025 | 05/2025 |
| Connective Wealth Partners, Llc | Weston | MA | 05/2025 | Present |
| Financial Gym Agency, Llc | Weston | MA | 08/2026 | Present |
1) Financial Gym Agency, LLC; Not investment-related; Weston, Massachusetts; Licensed insurance agent; Start date: 08/2026; 40 hours/month; None during trading hours; Insurance agent focusing on plan implementation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-12 |
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