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1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-19 |
| KS | RA | APPROVED | 2026-05-01 |
| MA | RA | APPROVED | 2025-01-31 |
| RI | RA | APPROVED | 2024-06-24 |
| FL | RA | APPROVED | 2024-02-22 |
Branch Locations
East Longmeadow, MA • United States
1305 Walt Whitman Rd Suite 120, Melville, NY 11747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford | CT | 07/2017 | 11/2023 |
| Us Finance Group | Sudbury | MA | 01/2007 | 02/2017 |
| Olde Pro Realty | Sudbury | MA | 06/2014 | 02/2017 |
| Scoreboard Realty | Sudbury | MA | 02/2017 | 07/2017 |
| Cruz Solutions | Framingham | MA | 12/2016 | 03/2017 |
| Bank Of America, N.A. | Hartford | CT | 01/2018 | 11/2023 |
| Aegis Capital Corp | Melville | NY | 01/2024 | Present |
ACC Agency, Inc., 1305 Walt Whitman Rd., Suite 120 Melville, NY 11747; Investment-related; Producer/Agent, general insurance agency; Start date: 10/28/2024; 5-10 hours per month devoted to business including securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-06 |
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