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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-17 |
| RI | RA | APPROVED | 2026-01-15 |
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 |
|---|---|---|---|---|
| Unemployed | East Greenwich | RI | 05/2025 | 06/2025 |
| Buffalo Wild Wings | Burlington | VT | 09/2024 | 04/2025 |
| Safe Harbor Marina | Warwick | RI | 06/2021 | 09/2021 |
| Safe Harbor Marina | Warwick | RI | 06/2022 | 08/2022 |
| Applied Radar | North Kingston | RI | 06/2024 | 08/2024 |
| University Of Vermont | Burlington | VT | 08/2021 | 05/2025 |
| Balsamo Associates | East Greenwich | RI | 06/2023 | 08/2023 |
| Finns Harborside | East Greenwich | RI | 06/2023 | 08/2023 |
| Potowomut Golf Club | East Greenwich | RI | 09/2019 | 11/2019 |
| Unemployed | East Greenwich | RI | 11/2019 | 06/2021 |
| Unemployed | East Greenwich | RI | 06/2015 | 09/2019 |
| Equitable Advisors, Llc | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-12 |
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