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100 Ledgewood Place Suite 102, Rockland, MA 02370 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-20 |
Branch Locations
100 Ledgewood Place Suite 102, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 11/2019 | 04/2021 |
| New York Life | Rockland | MA | 06/2019 | 04/2021 |
| The Queens Garden | Weymouth | MA | 10/2021 | 12/2022 |
| Noble Supply And Logistics | Rockland | MA | 08/2017 | 04/2018 |
| Counterpath | Dedham | MA | 04/2018 | 03/2019 |
| Unemployed | Weymouth | MA | 03/2019 | 06/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2021 | 06/2022 |
| Northwestern Mutual Investment Services Llc | Rockland | MA | 05/2021 | 06/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2021 | 06/2022 |
| Ae Wealth Management | Topeka | KS | 05/2022 | Present |
| The Queens Garden | Weymouth | MA | 04/2016 | 08/2017 |
| Wright Financial | Rockland | MA | 07/2026 | Present |
1) Independent insurance sales; Agent; Start Date 06/2022; Approx. 8 hours a month; Approx. 8 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-19 |
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