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99 Walnut Street Suite A, Saugus, MA 01906 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Waltham | MA | 07/2012 | 05/2017 |
| Nylife Securities, Llc | Waltham | MA | 08/2012 | 05/2017 |
| Lpl Financial Llc | Wellesley | MA | 05/2017 | 05/2018 |
| Stratos Wealth Partners, Ltd | Wellesley | NY | 05/2017 | 05/2018 |
| Unemployed | Malden | MA | 05/2018 | 06/2018 |
| Gwfs Equities | Andover | MA | 06/2018 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-24 |
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