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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-12 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westboro | MA | 09/2014 | 05/2018 |
| Bank Of America N.A. | Westborough | MA | 12/2014 | 05/2018 |
| Umassfive College Federal Credit Union | Worcester | MA | 05/2018 | 07/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2018 | 07/2023 |
| Equitable Advisors, Llc | New York | NY | 07/2023 | Present |
05/01/2024 to present, Owner rental property, 35 Redberry ln, Eastham, MA, rent a house through a property management company called Del Mar Vacations, 0 hrs/month, 24000 annual comp
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-10 |
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