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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-04-03 |
| MA | RA | APPROVED | 2026-04-02 |
Branch Locations
1301 Atwood Avenue Suite 306N, Johnston, RI 02919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverview Capital Advisers, Llc | Boston | MA | 05/2024 | 05/2025 |
| The Colony Group | Boston | MA | 02/2022 | 08/2023 |
| Liberty Mutual Insurance | Boston | MA | 02/2016 | 03/2020 |
| Homemaker | Boston | MA | 04/2020 | 01/2022 |
| Homemaker And Part-Time Student - Bu Financial Planning | Boston | MA | 09/2023 | 04/2024 |
| New York Life Insurance Company | Johnston | RI | 04/2025 | Present |
| Nylife Securities Llc | Johnston | RI | 06/2025 | Present |
| Northeastern University | Boston | MA | 09/2019 | 08/2022 |
| Boston University | Boston | MA | 02/2023 | 05/2025 |
| Eagle Strategies Llc | Johnston | RI | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-02 |
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