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201 Jones Road Suite 620, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-12-08 |
Branch Locations
201 Jones Road Suite 620, Waltham, MA 02451 • United States
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2007-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Waltham | MA | 02/2002 | Present |
| Martin Strategies Investing & Insurance | Waltham | MA | 09/2008 | 10/2017 |
| Atlantic Planning Group, Llc D/B/A Atlantic Planning Group | Waltham | MA | 10/2017 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT-RELATED; 201 JONES ROAD 5TH FLOOR, WALTHAM, MA 02451; AGENT; 2HRS/MO] [Atlantic Planning Group LLC DBA Atlantic Planning Group; Registered Investment Advisor; Boston GO; Start Date 07/2017; Role/Title: IAR; 201 Jones Road STE 620 Waltham MA 02451; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ATLANTIC PLANNING GROUP, LLC D/B/A ATLANTIC PLANNING GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WALTHAM, MA; START DATE: 10/2017]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-02 |
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