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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-12 |
| RI | RA | APPROVED | 2025-01-08 |
Branch Locations
93 Worcester Street, Suite 103, Wellesley, MA 02481 • United States
Woonsocket, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bryant University | Smithfield | RI | 10/2016 | 05/2020 |
| Baycoast Bank | Swansea | MA | 05/2019 | 08/2019 |
| New York Life Insurance Company | Waltham | MA | 07/2018 | 08/2018 |
| Bob'S Store | Raynham | MA | 06/2018 | 01/2021 |
| Bryant University | Smithfield | RI | 09/2016 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2020 | Present |
| Dighton-Rehoboth High School | N. Dighton | MA | 09/2012 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-21 |
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