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140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-12 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Orchard Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 05/2014 | 02/2018 |
| Transamerica Capital Inc | Denver | CO | 02/2018 | 07/2019 |
| Transamerica Investors Securities Corporation | Orchard Park | NY | 07/2019 | 08/2022 |
| Transamerica Financial Life Insurance Company | Orchard Park | NY | 02/2018 | 08/2022 |
| Nationwide Investment Services Corporation | Columbus | OH | 08/2022 | 10/2025 |
| Ascensus | Dresher | PA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-21 |
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