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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-30 |
| NH | RA | APPROVED | 2025-10-30 |
Branch Locations
1500 West Park Dr, Suite 215, Westborough, MA 01581 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 03/2000 | 10/2025 |
| Vision Wealth Strategies, Llc | Westborough | MA | 05/2009 | 10/2025 |
| Nylife Securities Llc | Waltham | MA | 04/2000 | 10/2025 |
| Newedge Securities Llc | Pittsburgh | PA | 10/2025 | Present |
| Newedge Advisors | New Orleans | LA | 10/2025 | Present |
[Brokering Non-Registered Insurance Products; Investment Related; Owner; 1500 West Park Drive, Westborough, MA 01581; Start Date: 05/2009] [Notary Public; Notarizing Documents; 1500 West Park Drive, Westborough MA 01581; Start Date 01/2022 Role/Title: Notary; Not Investment Related; 1 hour per month; 1 hour per month during securities trading hours] [ACE FIB, LLC; To acquire, improve, manage, maintain and sell real estate. 29 Brook Lane was transferred to the LLC on 6/21/2021; 41 Fairmont Street, Arlington MA 02474; Start Date 01/2021; Role/Title: Member; Investment Related; 2 hours per month; 1 hour per month during securities trading hours] [Arlington Soccer Club ; Coach, Arlington Soccer Club; 99 Margaret Street, Arlington, MA 02474; Start Date 09/2024; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; coach]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-11 |
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