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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-25 |
Branch Locations
80 Blanchard Road, Suite 201, Burlington, MA 01803 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley University | Waltham | MA | 08/2013 | 05/2017 |
| New York Life Insurance Company | Waltham | MA | 05/2017 | 04/2021 |
| Nylife Securities Llc | Waltham | MA | 07/2017 | 04/2021 |
| Eagle Strategies Llc | Waltham | MA | 11/2018 | 04/2021 |
| Affinia Financial Group | Burlington | MA | 04/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | Present |
| Sequoia Financial Group | Akron | OH | 09/2023 | Present |
1) 1. Affinia Financial Group 2. Investment Related 3. 80 Blanchard Rd. 4. RIA 5. Client Relationship Manager/Financial Planner 6. 04/2021 7. 160 hrs/mo 8. 160 hrs during trading 9. Client Relationship Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-27 |
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