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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-08-10 |
Branch Locations
255 Park Ave 10Th Floor Suite 1000, Worcester, MA 01609 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D&P Advisors | Worcester | MA | 05/2026 | Present |
| Help To Retire | West Springfield | MA | 07/2021 | 05/2026 |
| Massmutual | Springfield | MA | 12/2019 | 12/2020 |
| Mml Distributors, Llc | Enfield | CT | 12/2019 | 12/2020 |
| Foley Carrier Services | Hartford | CT | 06/2019 | 11/2019 |
| Shyft Analytics, Inc | Boston | MA | 08/2018 | 05/2019 |
| Specialty Bolt & Screw Inc | Agawam | MA | 05/2018 | 08/2018 |
| Western New England University | Springfield | MA | 08/2015 | 05/2019 |
| Sheraton Springfield Monarch Place Hotel | Springfield | MA | 01/2014 | 08/2017 |
| Western New England University | Springfield | MA | 08/2015 | 05/2019 |
| Unemployed | Worchester | MA | 01/2021 | 02/2021 |
| Foundations Investment Advisors, Llc | Worcester | MA | 07/2021 | Present |
| Self Employed | Springfield | MA | 02/2021 | Present |
D&P ADVISORS/ROAD TO RETIRE; INVESTMENT RELATED; 255 PARK AVENUE, 10TH FLOOR, SUITE 1000 WORCESTER, MA 01609; INSURANCE AND ANNUITY PRODUCER; START DATE 05/2026; 80 HOURS PER MONTH DEVOTED DURING TRADING HOURS.; SELLING LIFE INSURANCE AND FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-20 |
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