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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-11-18 |
Branch Locations
100 International Drive Ste 340, Portsmouth, NH 03801 • United States
Boxford, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 12/2014 | 11/2016 |
| John Hancock/Manulife Asset Management | Boston | MA | 11/2016 | 08/2018 |
| Essex Private Wealth Management, Llc | Boxford | MA | 08/2018 | 11/2020 |
| Huntwicke Securities, Llc | Topsfield | MA | 08/2018 | 11/2020 |
| Phillips Academy Ice Rinks | Andover | MA | 07/2019 | Present |
| Equitable Advisors Llc | New York | NY | 11/2020 | Present |
| Huntewicke Capital Group | Topsfield | MA | 08/2018 | 11/2020 |
1.Phillips Academy Ice Rinks, Start date July 2019; 254 S Main Street, Andover, MA 01810, ice related sports facility; rink operator and ice hockey instructor, 64 hrs/month, night and weekend position coaching and instructing ice hockey to local youth and general rink operations; non-investment related, $1500 monthly comp . Triton Youth Hockey, non-profit local youth hockey organization, Treasurer, collect tuition and pay vendors; approximately 8 hours per month, P.O. Box 5192, 85 Lafayette Road, Salisbury, MA 01952; Trustee of Rubano Family Trust, trustee for parents 4/1/2022; administrator or exector of an estate or trustee of a trust for children; 04/01/2004, Property owner, family owned property as rental property, 4 hrs/month, $2000 monthly comp
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-02 |
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