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1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-12 |
Branch Locations
1305 Walt Whitman Rd Suite 120, Melville, NY 11747 • 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 |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Atlanta | GA | 03/2016 | 04/2020 |
| Mml Investors Services, Llc | Atlanta | GA | 03/2016 | 04/2020 |
| Apogee Financial Partners | Atlanta | GA | 04/2020 | 04/2024 |
| Equity Services, Inc. | Montpelier | VT | 05/2020 | 03/2024 |
| Aegis Capital Corp | Alpharetta | GA | 04/2024 | Present |
1) LINCOLN TERM LIFE INSURANCE APP FOR CLIENT, ALPHARETTA, GA 30022; INVESTMENT RELATED; INSURANCE; FINANCIAL ADVISOR, START DATE: 04-08-2025; 5 HOURS PER MONTH DEDICATED TO BUSINESS, 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-06 |
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