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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| FL | RA | APPROVED | 2022-05-20 |
| CT | RA | APPROVED | 2022-05-19 |
Branch Locations
701 Hebron Ave, Glastonbury, CT 06033 • United States
West Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2004 | 05/2022 |
| Bank Of America, N.A. | New York | NY | 05/2011 | 05/2022 |
| Atlantic Wealth Advisors, Llc | Glastonbury | CT | 05/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2022 | Present |
1. Fixed insurance sales; Located at Glastonbury, CT as of 07/01/2022, 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Atlantic Wealth Advisors, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 5/01/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, MJA Advisory, LLC a private entity established to facilitate securities, advisory, and insurance business; Located at 2000 Presidential Way Apt. 2004 West Palm Beach, FL 33401 as of 8/1/2022; 10% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-10 |
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