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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-16 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
Rockville Centre, NY • United States
1551 Old Country Rd, Plainview, NY 11803-5014 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Hauppauge | NY | 12/2010 | 06/2017 |
| Massmutual Life Insurance Co | Hauppauge | NY | 07/2016 | 05/2018 |
| Mml Investors Services, Llc | Hauppauge | NY | 03/2017 | 05/2018 |
| Msi Financial Services Inc. | Hauppauge | NY | 12/2010 | 03/2017 |
| Axa Advisors, Llc | New York | NY | 05/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2018 | 09/2023 |
| Fidelity Investments | Garden City | NY | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-04 |
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