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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-11 |
| LA | RA | APPROVED | 2024-12-19 |
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
1400 Computer Drive Suite 201, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Orleans | LA | 08/2018 | 09/2019 |
| Tulane University | New Orleans | LA | 08/2014 | 08/2018 |
| Merrill Lynch | New Orleans | LA | 05/2017 | 08/2017 |
| Merrill Lynch | New Orleans | LA | 03/2018 | 05/2018 |
| Raymond James Financial Services, Inc | Westborough | MA | 09/2019 | 06/2024 |
| Boston Harbor Wealth Advisors | Westborough | MA | 04/2021 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
(1) Non-Variable Insurance Sales; Business Address: Various Activity Type: Non-Variable Insurance Position/Title: Insurance Producer Investment Related: No Start Date: 04/22/2021 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 2 hours Description of duties: Sell and support client's Non-Variable Insurance policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-05 |
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