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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
| RI | RA | APPROVED | 2026-01-20 |
Branch Locations
93 Worcester Street, Suite 103, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley University | Waltham | MA | 09/2021 | 08/2025 |
| Lord Hobo | Woburn | MA | 07/2024 | Present |
| Sharon High School | Sharon | MA | 08/2017 | 08/2021 |
| Sharon Middle School | Sharon | MA | 08/2014 | 07/2017 |
| Equitable Advisors, Llc | New York | NY | 11/2025 | Present |
Lord Hobo, not investment-related, 5 Draper Street, Woburn, MA 01801, craft beer maker, minority owner, Start date 07/01/2024, 1 hour per month, zero hours during securities trading hours, no duties, only minority ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-20 |
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