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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-09 |
Branch Locations
1764 Washington St, Hanover, MA 02339 • United States
100 Federal St, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Rockland | MA | 12/2021 | 07/2022 |
| Gilded Collectables | Braintree | MA | 04/2019 | 08/2021 |
| Spectrum Global Communications | Dighton | MA | 08/2015 | 11/2018 |
| Nylife Securities Llc | Rockland | MA | 11/2021 | 07/2022 |
| Citizens Securities, Inc | Westwood | MA | 08/2022 | 02/2024 |
| Citizens Bank, N.A | Westwood | MA | 08/2022 | 02/2024 |
| Jpmorgan Chase Bank, N.A. | Orleans | MA | 02/2024 | 12/2025 |
| J.P. Morgan Securities Llc | Orleans | MA | 02/2024 | 12/2025 |
| Unemployed | Braintree | MA | 12/2018 | 03/2019 |
| Unemployed | Braintree | MA | 09/2021 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hanover | MA | 12/2025 | Present |
| Southern New Hampshire University | Manchester | NH | 09/2013 | 02/2022 |
| Bank Of America, N.A. | Hanover | MA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-27 |
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