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144 Turnpike Road, Suite 215, Southborough, MA 01772 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-16 |
| MA | RA | APPROVED | 2017-10-06 |
Branch Locations
144 Turnpike Road, Suite 215, Southborough, MA 01772 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Boston | MA | 08/2008 | 10/2017 |
| Livelife Capital Partners Llc | Southborough | MA | 10/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2019 | Present |
1. LiveLife Capital Partners LLC. Investment Related. Naples, FL 34114. Director of Client Relations. Original start 10/2017, changed address 06/2023. 90% of time per month. 2. Purshe Kaplan Sterling. Not Investment Related. 88 State Street, Albany, NY 12207. Registered Representative. Start 01/2019. 10% of time per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-13 |
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