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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
| ME | RA | APPROVED | 2026-04-08 |
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 |
|---|---|---|---|---|
| Stone Painting Co. | North Yarmouth | ME | 05/2025 | 10/2025 |
| Harvest Wealth Management | Needham | MA | 08/2024 | 08/2024 |
| Prouts Neck Yacht Club | Scarborough | ME | 04/2021 | 08/2022 |
| Sky Cowboy | Cape Elizabeth | ME | 04/2021 | 07/2021 |
| Tmr Property Services | Scarborough | ME | 08/2019 | 05/2021 |
| Susquehanna University | Selinsgrove | PA | 08/2021 | 05/2022 |
| Franklin University Switzerland | Sorengo | 08/2022 | 05/2025 | |
| Unemployed | Cape Elizabeth | ME | 10/2025 | 03/2026 |
| Cape Elizabeth High School | Cape Elizabeth | ME | 09/2017 | 06/2021 |
| Cape Elizabeth Middle School | Cape Elizabeth | ME | 02/2016 | 06/2017 |
| Unemployed | Cape Elizabeth | ME | 07/2017 | 08/2017 |
| Equitable Advisors, Llc | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-17 |
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