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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-04 |
| NY | RA | APPROVED | 2025-07-08 |
Branch Locations
872 N Colony Rd, Wallingford, CT 06492 • United States
2500 Westchester Ave Ste 201 [C3-Rbo], Purchase, NY 10577 • United States
260 Amity Rd, Woodbridge, CT 06525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 04/2019 | 05/2021 |
| New York Life Insurance Co | Waltham | MA | 04/2019 | 05/2021 |
| Unemployed | Westwood | MA | 01/2019 | 05/2019 |
| Ubs | Weehawken | NJ | 01/2019 | 01/2019 |
| Clemson University | Clemson | SC | 05/2014 | 12/2018 |
| Mml Investors Services, Llc | Boston | MA | 03/2022 | 08/2022 |
| Mass Mutual Insurance Company | Boston | MA | 10/2021 | 08/2022 |
| Unemployed | Westwood | MA | 06/2021 | 08/2021 |
| Ameriprise Financial Services | Hingham | MA | 09/2022 | 09/2023 |
| Equitable Advisors, Llc | New York | NY | 02/2024 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Purchase | NY | 07/2025 | Present |
| Grub Huband Amp | Marlborough | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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