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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hart & Patterson Financial Group | Amherst | MA | 07/2015 | 12/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2015 | 12/2016 |
| Thomas Schreiber | Ashfield | MA | 09/2018 | Present |
| Axa Advisors, Llc | New York | NY | 09/2018 | 06/2020 |
| Stay At Home | Bernardston | MA | 12/2016 | 09/2018 |
| Equitable Advisors, Llc | New York | NY | 09/2018 | Present |
7/10/2023, PTO President, BES PTO 501(c)3, Bernardston Elementary School, Bernardston, MA 01337, 3 hrs/month, $0 comp; Notary Public in the State of Massachusetts, 1 hr/month $0 comp; 7/8/24, Parent Volunteer for Summer League Softball, Base coaching during games, assisting as needed, 5 hrs/month, $0 comp; Limited POA for Mother and POA for Husband
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
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