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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-27 |
| CA | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2025-07-16 |
| FL | RA | APPROVED | 2025-03-28 |
| AZ | RA | APPROVED | 2025-03-27 |
| NY | RA | APPROVED | 2025-03-27 |
| MA | RA | APPROVED | 2025-03-07 |
Branch Locations
One New Hampshire Ave Suite 122, Portsmouth, NH 03801 • United States
160 Gould Street Suite 310, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Navy | Annapolis | MD | 06/2018 | 01/2020 |
| University Of New Hampshire | Durham | NH | 02/2020 | 11/2023 |
| J.T. Construction | Bridgewater | MA | 06/2014 | 11/2023 |
| The Bulfinch Group | Needham | MA | 08/2023 | 08/2024 |
| Forge Financial | Portsmouth | NH | 03/2024 | 01/2025 |
| Guardian Life Insurance | Needham | MA | 01/2025 | Present |
| Park Avenue Securities | Needham | MA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-01 |
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