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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-02 |
| NJ | RA | APPROVED | 2023-12-21 |
Branch Locations
379 Thornall Street 8Th Floor, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2019 | 11/2021 |
| Dr. Carolyn Madison | Newburyport | MA | 12/2015 | 08/2017 |
| University Of Massachusetts | Lowell | MA | 01/2017 | 12/2018 |
| Unemployed | Scranton | PA | 01/2019 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Concord | MA | 11/2021 | 06/2023 |
| Bank Of America, N.A. | Concord | MA | 01/2022 | 06/2023 |
| New York Life Insurance | Edison | NJ | 04/2023 | Present |
| Nylife Securities Llc | Edison | NJ | 08/2023 | Present |
| Windsor Shoppe | Lowell | MA | 11/2021 | Present |
| Eagle Strategies Llc | Edison | NJ | 12/2023 | Present |
[V M Corp dba Windsor Shoppe;, 100% Owner; Business is not investment-related 583 Westford Street, Lowell, MA 01851; Beer and Wine Convenience Store; start 11/2020 - 20hr/Month, zero hours during securities trading hours; Review monthly income statements, speak with an accountant regarding filing taxes, renew annual licenses.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-08 |
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