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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-21 |
| NH | RA | APPROVED | 2025-10-10 |
Branch Locations
10 New England Business Center 2Nd Floor, Andover, MA 01810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Andover | MA | 01/2015 | 12/2023 |
| Raymond James Financial Services Inc. | Chelmsford | MA | 12/2024 | 12/2024 |
| Unemployed | Derry | NH | 01/2024 | 11/2024 |
| Raymond James Financial Services Advisors, Inc. | Chelmsford | MA | 12/2024 | 12/2024 |
| Metro Financial Strategies | Chelmsford | MA | 12/2024 | 12/2024 |
| Unemployed | Derry | NH | 01/2025 | 09/2025 |
| New York Life | Andover | MA | 09/2025 | Present |
| Nylife Securities Llc | Andover | MA | 09/2025 | Present |
| Eagle Strategies Llc | Andover | MA | 10/2025 | Present |
[Lakeside Thursday Mixed Bowling League; Lakeside Lanes 2171 Candia Rd Manchester NH 03109; Start Date 09/2023; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Establish league rules, set teams, settle any competition disputes, run banquet]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-20 |
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