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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-22 |
Branch Locations
225 Wyman Street, Waltham, MA 02451 • United States
Weymouth, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Waltham | MA | 05/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Waltham | MA | 05/2026 | Present |
| Equitable Advisors, Llc | New York | NY | 10/2020 | 01/2024 |
| Blackrock Country Club | Hingham | MA | 08/2019 | 08/2022 |
| Unemployed | Weymouth | MA | 06/2019 | 08/2019 |
| Granite Telecommunications | Quincy | MA | 06/2018 | 06/2019 |
| University Of Massachusetts At Amherst | Amherst | MA | 09/2012 | 05/2019 |
| Linvio, Inc. | Hingham | MA | 09/2018 | 10/2018 |
| Steve Lewis Subaru | Hadley | MA | 04/2018 | 08/2018 |
| Domino's | Hadley | MA | 02/2018 | 04/2018 |
| Expressway Toyota Scion | Dorchester | MA | 04/2017 | 01/2018 |
| Mcgee Toyota | Hanover | MA | 09/2016 | 03/2017 |
| Unemployed | Weymouth | MA | 02/2024 | 06/2024 |
| Outlier | Oakland | CA | 06/2024 | 04/2026 |
| South Shore Investment Services, Llc | Norwell | MA | 11/2024 | 04/2025 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 08/2025 | 01/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 08/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-12 |
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