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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-23 |
| NH | RA | APPROVED | 2026-04-20 |
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 |
|---|---|---|---|---|
| Unemployed | Boston | MA | 09/2025 | 01/2026 |
| Unemployed | Grafton | MA | 05/2025 | 08/2025 |
| University Of Connecticut | Storrs | CT | 09/2021 | 05/2025 |
| Goodliife Llc | Grafton | MA | 05/2024 | 09/2024 |
| Black Hall Country Club | Old Lyme | CT | 05/2023 | 09/2023 |
| Green Business Bureau | Houston | TX | 05/2022 | 09/2022 |
| Worcester Jewish Community Center | Worcester | MA | 06/2021 | 09/2021 |
| Unemployed | Worcester | MA | 09/2017 | 06/2021 |
| Unemployed | Grafton | MA | 11/2015 | 08/2017 |
| Equitable Advisors, Llc | New York | NY | 01/2026 | Present |
02/2025 to Present - GoodLiife LLC; Non-Investment Related; 5 Brendan Dr., Grafton, MA 01519; software tool for life coaching; Non-Managing Member; O hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
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