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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-17 |
| CT | RA | APPROVED | 2025-10-14 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Braintree | MA | 06/2019 | 08/2019 |
| Mutual Of Omaha Investor Services | Braintree | MA | 06/2019 | 08/2019 |
| Harbour Capital Corporation | Newington | NH | 09/2018 | 02/2019 |
| Sheehan Family Companies/Craft Brewers Guild | Everette | MA | 06/2018 | 08/2018 |
| Unemployed | Beverly | MA | 05/2019 | 06/2019 |
| Depot Liquors | Beverly | MA | 05/2017 | 01/2018 |
| University Of New Hampshire | Durham | NH | 08/2015 | 05/2019 |
| Mass Mutual Life Insurance Company | Boston | MA | 10/2019 | 02/2022 |
| Mml Investors Services | Boston | MA | 09/2019 | 02/2022 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2022 | 06/2025 |
| Unemployed | Beverly | MA | 02/2022 | 05/2022 |
| Morgan Stanley | Boston | MA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-23 |
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