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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-13 |
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 |
|---|---|---|---|---|
| Chester General Store | Chester | NH | 11/2019 | 08/2022 |
| Ll Bean | Boston | MA | 11/2021 | 04/2023 |
| Marathon Sports | Boston | MA | 01/2023 | 05/2024 |
| The Grind | Derry | NH | 05/2022 | 08/2023 |
| Allei Holway-Equitable Advisor | Boston | MA | 01/2023 | 08/2023 |
| Cooper Cerulo-Equitable Advisor | Wellesley | MA | 09/2023 | 12/2025 |
| Suffolk University | Boston | MA | 09/2022 | 09/2025 |
| Suffolk University | Boston | MA | 09/2025 | 11/2025 |
| Unemployed | Boston | MA | 12/2015 | 11/2019 |
| Unemployed | Boston | MA | 12/2025 | 01/2026 |
| Equitable Advisors, Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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