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400 Massasoit Avenue Suite 112, East Providence, RI 02914 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-02-25 |
Branch Locations
400 Massasoit Avenue Suite 112, East Providence, RI 02914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Waltham | MA | 04/2016 | 04/2017 |
| Nylife Securities Llc | Waltham | MA | 04/2016 | 04/2017 |
| Axis Advisors, Llc | Riverside | RI | 02/2021 | Present |
| Horizon Benefits Llc | Pawtucket | RI | 06/2016 | 02/2021 |
Insurance Brokering; Agent for commercial health insurance, dental insurance, and ancillary health, disability, life insurance. Medicare supplemental and medicare advantage sales. Appointed with outside carriers for the purpose of brokering non-registered insurance products and providing paid consultation for small businesses and associations on their fixed employee benefit offerings; Seekonk, MA; independent contractor; start date 01/2013; 80 hours per month; investment related Rental Property; Multi Family rental ownership and operation. 61 Dalton Street East Providence 02916; rental income; owner; start date 06/2010; 10 hours per month; non-investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-17 |
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