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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-29 |
| FL | RA | APPROVED | 2025-05-20 |
| ME | RA | APPROVED | 2025-05-19 |
| SC | RA | APPROVED | 2025-04-29 |
| RI | RA | APPROVED | 2025-04-24 |
Branch Locations
401 Wampanoag Trail Suite 400, Riverside, RI 02915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 07/2017 | 08/2017 |
| Securian Financial Services, Inc. | St. Paul | MN | 08/2017 | 08/2022 |
| Securian Advisors Of New England | Mansfield | MA | 05/2017 | 08/2022 |
| Minnesota Life Insurance Co. | St. Paul | MN | 05/2017 | 08/2022 |
| Winchester Insurance | Mansfield | MA | 06/2016 | 04/2025 |
| Sagepoint Financial | Braintree | MA | 08/2022 | 09/2023 |
| Osaic Wealth, Inc. | Cranston | RI | 09/2023 | 04/2025 |
| Guardian Life Insurance Company | Cranston | RI | 04/2025 | 06/2026 |
| Guardian Life Insurance Company | Riverside | RI | 06/2026 | Present |
| Park Avenue Securities | Riverside | RI | 06/2026 | Present |
1) LIFEPOINTS FINANCIAL POSITION: Wealth Manager NATURE: DBA name for my practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 03/11/2024 ADDRESS: 160 Gould Street, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: Owner, wealth manager for the DBA practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-26 |
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