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Fuquay-Varina, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
Branch Locations
New Bedford , MA • United States
Fuquay-Varina, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baystate Financial | East Providence | RI | 07/2016 | 10/2019 |
| Mml Investors Services, Llc | East Providence | RI | 05/2017 | 10/2019 |
| Santander Securities, Llc | Dorchester | MA | 10/2019 | 12/2020 |
| Webster Bank | New Bedford | MA | 12/2020 | 07/2022 |
| Lpl Financial Llc | New Bedford | MA | 06/2021 | 07/2022 |
| Financial Planning Alternatives/Monisha L Potter | Westport | MA | 08/2022 | 08/2025 |
| Kestra Investment Services Llc | Westport | MA | 06/2023 | 08/2025 |
| Kestra Advisory Services Llc | Westport | MA | 06/2023 | 08/2025 |
| Apricity Financial, Llc | New Bedford | MA | 10/2025 | 03/2026 |
| Planvision, Llc | Fuquay Varina | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-30 |
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