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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-09 |
Branch Locations
35 Braintree Hill Office Park Suite 106, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 03/2013 | 08/2018 |
| New York Life Insurance Company | Waltham | MA | 03/2013 | 09/2018 |
| Securian Financial Services Inc | St Paul | MN | 10/2018 | 08/2022 |
| Minnesota Life Insurance Co | St Paul | MN | 10/2018 | 08/2022 |
| Securian Advisors Of New England | Mansfield | MA | 10/2018 | 08/2022 |
| Sagepoint Financial, Inc. | Braintree | MA | 08/2022 | 09/2023 |
| Osaic Wealth, Inc. | Braintree | MA | 09/2023 | 04/2024 |
| Guardian Life Insurance Company | Middleton | MA | 04/2024 | 01/2025 |
| Park Avenue Securities Llc | Middleton | VA | 05/2024 | 01/2025 |
| Guardian Life Insurance Company | Braintree | MA | 01/2025 | Present |
| Park Avenue Securities | Braintree | MA | 01/2025 | Present |
1) City of New Bedford, Political Officer/Ward Councilor, Start: 01/01/2024 Address: 133 Williams St., 35 total hours per month, 0 during securities trading hours, More than 10% annual compensation, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-31 |
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