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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
| MA | RA | APPROVED | 2025-12-19 |
Branch Locations
3 Centennial Drive Suite 100, Peabody, MA 01960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | Ipswich | MA | 06/2017 | 04/2018 |
| Dmb Financial | Beverly | MA | 06/2018 | 03/2020 |
| Student | Beverly | MA | 01/2010 | 06/2017 |
| Tritower Real Estate Capital, Llc | Boston | MA | 03/2020 | 11/2023 |
| New York Life Insurance Company | Salem | MA | 01/2025 | Present |
| Nylife Securities Llc | Salem | MA | 03/2025 | Present |
| Dickinson Wealth Strategies Llc | Peabody | MA | 09/2025 | Present |
| Eagle Strategies Llc | Peabody | MA | 12/2025 | Present |
| Hotaling Insurance Services | New York | NY | 01/2024 | 02/2025 |
[OPERATING UNDER THE DBA NAME OF Dickinson Wealth Strategies LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; PEABODY MA; START DATE: 09/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-06 |
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