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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-28 |
| TX | RA | APPROVED | 2022-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley University | Waltham | MA | 08/2014 | 05/2018 |
| City Of Cambridge - Human Services | Cambridge | MA | 08/2016 | 06/2018 |
| Philipps Brooks House Assoc | Cambridge | MA | 01/2015 | 02/2017 |
| Bentley University | Waltham | MA | 09/2015 | 05/2018 |
| Bentley University | Waltham | MA | 02/2017 | 05/2018 |
| Northwestern Mutual | Wellesley | MA | 04/2017 | 03/2018 |
| Nylife Securities Llc | Rockland | MA | 05/2019 | 11/2020 |
| New York Life Insurance Co | Rockland | MA | 05/2018 | 11/2020 |
| Bank Of America, N.A. | Waban | MA | 11/2020 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waban | MA | 11/2020 | Present |
| Bank Of America | Watertown | MA | 11/2020 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-21 |
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