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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Linden Store | Wellesley | MA | 06/2014 | 06/2020 |
| Plannuh | Boston | MA | 06/2020 | 09/2022 |
| Planful | Boston | MA | 09/2022 | 06/2023 |
| Mid-Pacific Country Club | Lanikai | HI | 10/2023 | 06/2024 |
| Atlantic Planning Group | Waltham | MA | 12/2024 | Present |
| Unemployed | South Boston | MA | 06/2023 | 10/2023 |
| Unemployed | Brighton | MA | 06/2024 | 10/2024 |
| Fuel America | Brighton | MA | 10/2024 | 12/2024 |
| Nylife Securities Llc | Waltham | MA | 06/2025 | Present |
| Eagle Strategies Llc | Waltham | MA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
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