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1500 Main St 25Th Floor, Springfield, MA 01115-1001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-28 |
Branch Locations
1500 Main St 25Th Floor, Springfield, MA 01115-1001 • United States
62 Portsmouth Ave, Unit 5, Stratham, NH 03885 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Manchester | NH | 01/2021 | 06/2023 |
| Unemployed | Woburn | MA | 09/2020 | 12/2020 |
| Sp Images | Franklin | MA | 10/2014 | 08/2020 |
| Nylife Securities Llc | Manchester | NH | 10/2022 | 06/2023 |
| Equitable Advisors, Llc | New York | NY | 06/2023 | Present |
Administrator or executor of an estate or trustee of a trust for a non-family or family member, co-executor of parents, Stephen & Corinne Irwin Trust since 01/2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-18 |
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