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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-17 |
| CT | RA | APPROVED | 2023-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cambridge | MA | 06/2016 | 07/2021 |
| Bank Of America, N.A. | Cambridge | MA | 06/2016 | 07/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2021 | 07/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2021 | 07/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2022 | 11/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2022 | 11/2022 |
| Hamboyan Wealth Management | Leominster | MA | 02/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 01/2023 | Present |
| Antaeus Wealth Advisors | Boxborough | MA | 10/2022 | 11/2022 |
| Green Future Wealth Management | Worcester | MA | 07/2021 | 02/2022 |
| Bank Of America, N.A. | Burlington | MA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-18 |
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