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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2020-11-18
  • NH RA
    APPROVED
    Since 2020-11-18

Branch Locations

100 International Drive Ste 340, Portsmouth, NH 03801 • United States

Boxford, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

1.Phillips Academy Ice Rinks, Start date July 2019&#59; 254 S Main Street, Andover, MA 01810, ice related sports facility&#59; 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&#59; non-investment related, $1500 monthly comp . Triton Youth Hockey, non-profit local youth hockey organization, Treasurer, collect tuition and pay vendors&#59; approximately 8 hours per month, P.O. Box 5192, 85 Lafayette Road, Salisbury, MA 01952&#59; Trustee of Rubano Family Trust, trustee for parents 4/1/2022&#59; administrator or exector of an estate or trustee of a trust for children&#59; 04/01/2004, Property owner, family owned property as rental property, 4 hrs/month, $2000 monthly comp

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-02
  • S66 Uniform Combined State Law Examination
    2015-04-02

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