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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-25 |
| NM | RA | APPROVED | 2022-01-25 |
Branch Locations
101 Huntington Ave Suite 401, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Andover | MA | 01/2015 | 04/2018 |
| Alpha Pension Group, Inc. | Lexington | MA | 04/2018 | Present |
| Lpl Financial, Llc | Lexington | MA | 04/2018 | Present |
| Global Retirement Partners, Llc | Lexington | MA | 04/2018 | Present |
| Mma | Boston | MA | 11/2021 | Present |
| Mma Securities | Boston | MA | 11/2021 | Present |
Jennifer Sahady; not investment related; 39 Sumner Street North Attleboro, MA 02760; writing books to assisting how to raise financially literate children; co-author; 11/2021; 10 hours not during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-03 |
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