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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Equitable, Llc | Clifton Park | NY | 07/2019 | 06/2020 |
| Axa Advisors, Llc | New York | NY | 07/2019 | 06/2020 |
| Wswhe Boces | Saratoga Springs | NY | 07/2018 | 06/2019 |
| Chateau On The Lake | Bolton Landing | NY | 05/2017 | 09/2017 |
| Suny Potsdam | Potsdam | NY | 08/2012 | 05/2017 |
| Wshe Boces | Hudson Falls | NY | 10/2017 | 06/2018 |
| Chateau On The Lake | Bolton Landing | NY | 05/2016 | 09/2016 |
| Equitable | Clifton Park | NY | 07/2019 | 06/2023 |
| Equitable Advisors, Llc | New York | NY | 07/2019 | 06/2023 |
| Commonwealth Financial Network | Waltham | MA | 06/2023 | Present |
| Beebe Financial Services | Queensbury | NY | 06/2023 | Present |
Co-Owner, Beebe Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-12 |
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