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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-10 |
Branch Locations
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 10/2014 | 04/2026 |
| New York Life Insurance Company | Waltham | MA | 09/2014 | 04/2026 |
| Eagle Strategies Llc | Waltham | MA | 02/2016 | 04/2026 |
| True North Financial Partners, Llc | Waltham | MA | 08/2017 | 09/2024 |
| Winthrop Wealth | Boston | MA | 04/2026 | Present |
Non-Variable Insurance Producer; Investment Related; 321 Columbus Ave., 3rd Fl., Boston, MA 02116; Role/Title: Insurance Producer; Start Date 11/2017; 2 hours per month; 2 hours per month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-17 |
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