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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-08-24 |
| RI | RA | APPROVED | 2021-08-20 |
Branch Locations
225 Dyer St #400, Providence, RI 02903 • United States
201 Jones Road 5Th Floor, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Warwick | RI | 05/2016 | 07/2019 |
| Home Depot | Providence | RI | 11/2015 | 10/2016 |
| Prudential Insurance Company Of America | Warwick | RI | 08/2016 | 07/2019 |
| Edward Jones | Rehoboth | MA | 07/2019 | 10/2019 |
| Pruco Securities, Llc | Warwick | RI | 11/2019 | 12/2019 |
| The Prudential Insurance Company Of America | Warwick | RI | 11/2019 | 12/2019 |
| Bank New Port | East Greenwich | RI | 01/2020 | 06/2021 |
| Lpl Financial Llc | East Greenwich | RI | 01/2020 | 06/2021 |
| New York Life Insurance Company | Johnston | RI | 06/2021 | 05/2024 |
| Nylife Securities Llc | Johnston | RI | 07/2021 | 05/2024 |
| Eagle Strategies Llc | Johnston | RI | 08/2021 | 05/2024 |
| West Of Center Financial, Llc | Providence | RI | 08/2022 | 05/2024 |
| Mml Investors Services, Llc | East Providence | RI | 05/2024 | Present |
| Massmutual Life Insurance Company | East Providence | RI | 03/2024 | Present |
| West Of Center Financial, Llc | Waltham | MA | 09/2024 | Present |
[OPERATING UNDER THE DBA NAME OF WEST OF CENTER FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (WALTHAM, MA); START DATE: 09/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-17 |
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