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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
23 Main Street Suite 301, Andover, MA 01810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaumont Financial Partners, Llc | Needham | MA | 01/2018 | 06/2019 |
| Pinnacle Private Wealth, Llc | Woburn | MA | 03/2020 | 10/2022 |
| N/A | North Reading | MA | 09/2019 | 12/2019 |
| U.S. Capital Wealth Advisors, Llc | Andover | MA | 10/2022 | 06/2026 |
| Arax Advisory Partners, Llc | Andover | MA | 06/2026 | Present |
| Fidelity Brokerage Services, Inc. | Boston | MA | 07/1996 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-29 |
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