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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Newton | MA | 11/2014 | 09/2018 |
| Cco Investment Services | Newton | MA | 11/2014 | 09/2018 |
| Citizens Securities, Inc. | Dedham | MA | 09/2018 | 06/2019 |
| Santander Bank, Na | Boston | MA | 07/2019 | 11/2020 |
| Santander Securities, Llc | Dorchester | MA | 07/2019 | 11/2020 |
| Unemployed | Waltham | MA | 12/2020 | 05/2021 |
| Cuso Financial Services, Inc | San Diego | CA | 06/2021 | 07/2021 |
| Cuna Mutual Group | Waverly | IA | 02/2022 | 05/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2022 | 05/2022 |
| Unemployed | Waltham | MA | 07/2021 | 02/2022 |
| Lpl Financial Llc | Randolph | MA | 05/2022 | 08/2022 |
| Unemployed | Waltham | MA | 08/2022 | 10/2022 |
| Equitable Advisors, Llc | New York | NY | 11/2022 | Present |
| Equitable | Charlotte | NC | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-24 |
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