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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-14 |
| TX | RA | APPROVED | 2022-01-04 |
| CT | RA | APPROVED | 2021-12-16 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
200 S. Biscayne Blvd., Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company/ Commonwealth Financial | Boston | MA | 08/2020 | 11/2021 |
| Mml Investors Services | Boston | MA | 09/2020 | 11/2021 |
| Bryant University | Smithfield | RI | 09/2015 | 05/2019 |
| Gelston House | East Haddam | CT | 05/2016 | 09/2019 |
| Westminster Tool | Plainfield | CT | 06/2019 | 09/2019 |
| Commonwealth Financial Group | Boston | MA | 09/2019 | 11/2021 |
| Morgan Stanley | Boston | MA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-14 |
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