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Duxbury, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-07 |
| GA | RA | APPROVED | 2021-03-19 |
| PA | RA | APPROVED | 2021-01-20 |
| MA | RA | APPROVED | 2020-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Needham | MA | 02/2016 | 01/2020 |
| Guardian Life Insurance | Needham | MA | 06/2012 | 01/2020 |
| Park Avenue Securities | Needham | MA | 03/2016 | 01/2020 |
| Heritage Investors | Knoxville | TN | 01/2020 | 09/2020 |
| Independent Licensed Insurance Agent | Duxbury | MA | 07/2012 | 08/2020 |
| Heritage Business Advisors, Llc | Knoxville | TN | 01/2020 | 09/2020 |
| Impact Advisors Group Llc | Duxbury | MA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-04 |
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