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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-04-20 |
Branch Locations
93 Worcester Street, Suite 103, Wellesley, MA 02481 • United States
South Hamilton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vmg Consulting Group | South Hamilton | MA | 05/2018 | 12/2018 |
| Unemployed | South Hamilton | MA | 04/2017 | 04/2018 |
| Huron Consulting Group | Chicago | IL | 11/2013 | 04/2017 |
| New York Life Insurance Company | Waltham | MA | 12/2018 | 02/2023 |
| Nylife Securities Llc | Waltham | MA | 08/2019 | 02/2023 |
| Equitable Advisors Llc | New York | NY | 02/2023 | Present |
02/01/2022, Administrator or executor of an estate or trustee of a trust for a non-family or family member, Executor for the James and Barbara Siergiewicz Family Trust (parents), $0 comp; Independent Agent, sales and service of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
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