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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-01-15 |
Branch Locations
North Easton, MA • United States
93 Worcester Street, Suite 103, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2024 | Present |
| Act Cpa Inc | North Easton | MA | 07/2018 | 07/2026 |
| Bryant University (Academic Center For Excellence) | Smithfield | RI | 09/2023 | 05/2024 |
| Bryant University (Academic Center For Excellence) | Smithfield | RI | 09/2023 | 05/2024 |
| Rbc Wealth Management | South Easton | MA | 07/2022 | 01/2024 |
| Alan Siegel Financial Services Inc | North Easton | MA | 06/2020 | 07/2022 |
| Oliver Ames High School | North Easton | MA | 09/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-16 |
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