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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-21 |
Branch Locations
93 Worcester Street, Suite 103, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Burlington | MA | 05/2016 | 09/2016 |
| Lpl Financial | Medford | MA | 10/2016 | 11/2017 |
| Century Bank | Medford | MA | 10/2016 | 11/2017 |
| Citizens Securities, Inc. | Reading | MA | 11/2017 | 05/2021 |
| Citzens Investment Services | Dedham | MA | 11/2017 | 05/2021 |
| Equitable Advisors, Llc | New York | NY | 05/2021 | Present |
1.Residential Rental Property, unit owner, 50 Water Street, Unit 72, Medford, MA 02155, collect rent income, maintain interior of the apartment as required, 10/01/2007, 21,000 compensation, zero hours per month. 2. Medford Tower Condo Trust, 50 Water Street, Medford, MA 02155, trustee, implement condo association rules and regulations at no compensation, 05/07/2021, approximately 10 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-17 |
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