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240 Greenwich Street 9Th Floor East, New York, NY 10286-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2019-07-12 |
Branch Locations
500 Ross Street, Pittsburgh, PA 15262 • United States
West Sayville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Foundations, Inc. | Westborough | MA | 06/2015 | 01/2017 |
| Commonwealth Financial Network | Waltham | MA | 09/2016 | 01/2017 |
| Columbia Management Investment Distributors Inc | Boston | MA | 01/2017 | 06/2019 |
| Bny Mellon | Boston | MA | 06/2019 | Present |
| Bny Mellon Securities Corporation | Boston | MA | 06/2019 | Present |
Employee of MBCIC, an affiliated entity. Vice President Bank Officer of BNY Mellon, an affiliated entity of the Firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
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