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265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-31 |
Branch Locations
68 South Service Road Suite 100, Melville, NY 11747 • United States
265 Franklin Street Suite 401, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Huntington Station | NY | 08/2016 | 05/2017 |
| Axa Advisors, Llc | New York | NY | 05/2017 | 12/2017 |
| Unemployed | Melville | NY | 12/2017 | 07/2018 |
| Beacon Global Advisor Network | Melville | NY | 07/2018 | 03/2022 |
| Equity Services, Inc. | Hauppauge | NY | 03/2022 | 09/2022 |
| Esi Financial Advisors | Hauppauge | NY | 03/2022 | 09/2022 |
| Regulus Advisors, Llc | Kentwood | MI | 08/2018 | 02/2019 |
| Royal Fund Management, Llc Dba Bridge Wealth Strategies | Melville | NY | 09/2022 | 01/2024 |
| Mayflower Financial Advisors, Llc Dba Bridge Wealth Strategies | Melville | NY | 08/2026 | Present |
| Brookstone Wealth Advisors, Llc | Chicago | IL | 01/2024 | 08/2026 |
1) Highland Capital Management; Not investment-related; Melville, NY, 11747; Insurance sales; Implementation of insurance recommendations; 3 hours per month, 0 during trading hours; Licensed insurance agent, conduct monthly Federal employee's benefits webinars on different topic for my business 2) Epic Services Company; Not investment-related; Incline Village, NV 89451; Website construction; CFP; 3/1/2023; 2 hours per month; 0 during trading hours; Website construction, Levitate connection, web prez & seminar support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-16 |
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