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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 | 2023-11-15 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker-Dealer Inc | Dearborn | MI | 03/2015 | 09/2017 |
| Adp Llc | Dearborn | MI | 03/2016 | 09/2017 |
| Adp Broker Dealer Inc | Chandler | AZ | 11/2017 | 01/2021 |
| Adp Llc | Chandler | AZ | 11/2017 | 01/2021 |
| Lpl Financial Llc | Scottsdale | AZ | 07/2022 | 01/2023 |
| Arizona Bank & Trust | Scottsdale | AZ | 01/2021 | 01/2023 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 01/2023 | 07/2023 |
| Pensionmark Financial Group | Santa Barbara | CA | 01/2023 | 07/2023 |
| Beneco | Kansas City | MO | 08/2023 | Present |
| Ascensus | Dresher | PA | 08/2023 | Present |
Applicant is employed with the firm's parent company, Ascensus, LLC. In addition to his association with the member firm, he is also associated with Beneco Systems, LLC ("Beneco"), an Ascensus affiliate, in the capacity of a Sales Consultant. Applicant's association with Beneco represents the full-time execution of his Ascensus job responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-04 |
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