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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-28 |
| LA | RA | APPROVED | 2024-07-18 |
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
1400 Computer Drive, Suite 201, Westborough, MA 01581 • United States
Sleepy Hollow, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services,Inc.. | Quincy | MA | 03/2014 | 11/2016 |
| Raymond James Financial Services, Inc. | Plainville | MA | 11/2016 | 06/2024 |
| Boston Harbor Wealth Advisors | Acton | MA | 11/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Plainville | MA | 10/2017 | 06/2024 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
1. Non-Variable Insurance Sales; Investment Related; Troy, OH 45373; Non-Variable Insurance; Insurance Agent; 06/28/2024; 0-1 hours per month; 0-14 hours during trading hours; Sales and service of non-variable insurance and annuity products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-13 |
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