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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-27 |
| MA | RA | APPROVED | 2022-10-04 |
Branch Locations
1050 Hingham Street 3Rd Floor, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mathnasium | Cohasset | MA | 11/2015 | 03/2018 |
| Nps Llc. Division Of Kraft Group | Foxboro | MA | 10/2021 | 06/2022 |
| New York Life Insurance Company | Waltham | MA | 02/2022 | Present |
| Nylife Secuities Llc | Waltham | MA | 05/2022 | Present |
| Homemaker | Hingham | MA | 03/2018 | 10/2021 |
| Eagle Strategies Llc | Rockland | MA | 09/2022 | Present |
| Prowealth Llc | Rockland | MA | 09/2023 | Present |
[Cool Kids Campaign Fdtn, Inc.; Volunteer at Cool Kids Campaign. Helping Organization with Charity Fundraising events.; 8422 Bellona Lane, Suite 102 Towson, MD 21204; non investment related; start date 8/2020; Provide logistics support for VIP's during August Fundraising Golf tournament.; 2 hours per month none during sec hours] [OPERATING UNDER THE DBA NAME OF Prowealth LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; ROCKLAND MA; START DATE: 09/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-24 |
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