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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-02-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Bridgewater | MA | 08/2016 | 12/2019 |
| New York Life Ins Co | Bridgewater | MA | 08/2016 | 12/2019 |
| Wakefield Public Schools | Wakefield | MA | 09/2015 | 10/2016 |
| Gordon-Conwell Theological Seminary | Roxbury | MA | 09/2018 | 05/2019 |
| Pruco Securities, Llc. | Wakefield | MA | 02/2020 | 02/2023 |
| Prudential Insurance Company Of America | Wakefield | MA | 02/2020 | 02/2023 |
| Unemployed | Boston | MA | 01/2020 | 02/2020 |
| Thrivent Investment Management Inc | Dedham | MA | 06/2023 | 10/2023 |
| Suffolk University | Boston | MA | 09/2021 | 05/2023 |
| Thrivent Financial | Appleton | WI | 07/2023 | 10/2023 |
| J.P. Morgan Securities Llc | Needham | MA | 02/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Needham | MA | 02/2024 | Present |
| Gordon-Conwell Theologic Theological Sem | Roxbury | MA | 02/2012 | 01/2017 |
| Cape Verdean Greeting Cards | Dorchester | MA | 05/2023 | Present |
| Benjamin Franklin Cumming Institute Of Technology | Boston | MA | 11/2024 | Present |
Entity Name: National Black MBA Association- Boston Chapter Investment related: No "Address: boston.chapter@nbmbaa.org Call: (617) 504-4485 PO Box 190686 Boston, MA 02119" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/02/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: To provide professional, leadership, and educational developmental opportunities through high impact monthly events, interactive learning sessions, corporate and social networking opportunities, MBA preparation and scholarships, as well as professional skills training. Entity Name: Benjamin Franklin Cumming Institute of Technology Investment related: No "Address: 41 Berkeley Street Boston, MA 02116 Phone :1-877-400-2348 https://franklincummings.edu/" Nature of the other business: Educational Position/Title/Relationship: Employee/Contractor Start Date: 11/04/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: To join Industry Advisory Board to provide feedback on curriculum and students' job readiness. Industry Advisory Boards meet 2-3 times per year, including an in-person dinner meeting in November. Online meetings last for 60-75 minutes. Topics include: trends in the industry and how the college should adapt; curriculum review; career exposure opportunities for students; review of previous year's enrollment and outcomes Entity Name: Cape Verdean Greeting Cards Investment related: No Address: Dorchester, MA 02122 Nature of the other business: Greeting Cards Position/Title/Relationship: Owner/Partner Start Date: 05/22/2023 Approximate # of hours a week:: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Create and sell greetings cards in multiple languages. I am owner and operator.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-25 |
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