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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-13 |
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 |
|---|---|---|---|---|
| Woodland Golf Club | Auburndale | MA | 05/2026 | Present |
| Durham Youth Hockey Organization | Durham | NH | 10/2023 | 03/2024 |
| Franklin Department Of Public Works | Franklin | MA | 05/2023 | 08/2023 |
| Sierra's Brick Oven Pizza & Pub | Franklin | MA | 05/2020 | 05/2023 |
| University Of New Hampshire | Durham | NH | 08/2021 | 05/2025 |
| Unemployed | Franklin | MA | 09/2015 | 05/2020 |
| St. Anne's Credit Union | Fall River | MA | 06/2024 | 08/2024 |
| Unemployed | Franklin | MA | 06/2025 | 10/2025 |
| Equitable Advisors, Llc | New York | NY | 10/2025 | Present |
Woodland Golf Club - Food Runner Non-Investment - Auburndale, MA - 05/2026 - 25hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
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