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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-06 |
Branch Locations
93 Worcester Street, Suite 103, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2023 | Present |
| Stonehill College | North Easton | MA | 12/2018 | 05/2022 |
| Waltham High School | Waltham | MA | 08/2014 | 06/2018 |
| Waltham Public Schools | Waltham | MA | 08/2019 | 02/2024 |
| Waltham Public Schools/Kennedy Middle School | Waltham | MA | 06/2017 | 08/2017 |
| Waltham Public Schools/Kennedy Middle School | Waltham | MA | 06/2018 | 08/2018 |
| Consigli Construction | Lincoln | MA | 06/2021 | 08/2021 |
| Consigli Construction | Milford | MA | 06/2022 | 08/2022 |
| Consigli Construction | Boston | MA | 09/2022 | 12/2022 |
| Unemployed | Waltham | MA | 08/2018 | 11/2018 |
Start date 05/02/2025, Bartender/Server, Joe Sent Me - 849 Main St, Waltham, MA, 20 hours per month, non-investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-05 |
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