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158 Charles L Mccombs Blvd. 2Nd Floor, New Bedford, MA 02745 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
Branch Locations
158 Charles L Mccombs Blvd. 2Nd Floor, New Bedford, MA 02745 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Trial Court | Braintree | MA | 07/2001 | 03/2019 |
| New York Life Insurance Company | Waltham | MA | 09/2018 | 10/2025 |
| Nylife Securities Llc | Waltham | MA | 08/2019 | Present |
| Clarity Retirement & Wealth, Llc | New Bedford | MA | 11/2025 | Present |
| Clarity Retirement & Wealth, Llc | New Bedford | MA | 06/2026 | Present |
[New Bedford Guide; Online news publication that produces content such as news and community events; 1213 Purchase Street, New Bedford, MA 02740;Start date: 08/2017; Title: Show Host Hours per month: 8 hours; non investment related] [Friends of Jack Foundation; To provide and support overlooked programs that enhance the well-being for children across the SouthCoast region of Massachusetts; po box 419 Mattapoisett Massachusetts; Start Date 07/2019; Role/Title: Board Member; Not Investment Related; 18 hours per month; 0 hours per month during securities trading hours; Help make decisions on foundation activities. Spread the word on the foundation and volunteer at events] [South Coast Business Alliance; The SCBA is an organization comprised 100% of volunteers; a group of professionals who live and work along the South Coast. Our focus is to help create and support opportunities for the disadvantaged and at-risk youth of our region.; 128 UNIION STREET, SUITE 500 NEW BEDFORD, MA 02740; Start Date 06/2019; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Volunteer and organize events that raise money for children. We meet monthly to discuss our mission and to vote on the distribution of our funds. All money goes to non-profit organizations] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products. Giardini Consulting Group; 400 Washington St Braintree Ma 02184; Start Date 08/2022; Role/Title: Independent Contractor; Investment Related; 1 hour per month; 1 hour per month during securities trading hours; I work with my prospects to get them group benefits]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-29 |
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