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201 Jones Road Suite 620, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-15 |
Branch Locations
201 Jones Road Suite 620, Waltham, MA 02451 • United States
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westwood Public Schools | Westwood | MA | 09/2004 | 06/2018 |
| University Of Massachusetts - Amherst | Amherst | MA | 08/2018 | 05/2022 |
| Chestnut Village | Chestnut Hill | MA | 06/2016 | 06/2018 |
| Colbea Enterprises - Seasons Corner Market | Westwood | MA | 01/2017 | 06/2018 |
| New York Life | Waltham | MA | 08/2021 | Present |
| Nylife Securities Llc | Waltham | MA | 10/2022 | Present |
| Eagle Strategies Llc | Waltham | MA | 09/2023 | Present |
| Atlantic Planning Group, Llc D/B/A Atlantic Planning Group | Waltham | MA | 02/2024 | Present |
[OPERATING UNDER THE DBA NAME OF ATLANTIC PLANNING GROUP, LLC D/B/A ATLANTIC PLANNING GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; WALTHAM MA; START DATE: 02/2024] [Atlantic Planning Group, LLC; 201 Jones Road, Suite 620, Waltham, MA, 02090; start date 10/2023; Registered Investment advisor; 40 hours per month and during securities hours; member; investment related; sale of insurance and financial services products and financial planning, asset management, and estate planning]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
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