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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-14 |
| MA | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | 04/2024 |
| Greenwood Ventures, Llc | Stratham | NH | 06/2024 | 08/2025 |
| New York Life Insurance Company | Waltham | MA | 07/2025 | Present |
| Nylife Securities Llc | Waltham | MA | 08/2025 | Present |
| Eagle Strategies Llc | Waltham | MA | 01/2026 | Present |
[Bunker Hill Shores Association; Homeowner's association; 1210 Bunker Hill Road, Jefferson, ME 04348; Start Date 03/2026; Role/Title: Board Member; Not Investment Related; .25 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-10-01 |
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