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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-12 |
Branch Locations
1700 West Park Drive Suite 250, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nashoba Regional High School | Bolton | MA | 09/2015 | 09/2019 |
| Clinton Savings Bank | Bolton | MA | 09/2017 | 01/2018 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2019 | 02/2024 |
| American Eagle | Marlborough | MA | 07/2018 | 03/2019 |
| Liquors 44 Hadley | Hadley | MA | 05/2022 | 09/2022 |
| Chocksett Inn And Restaurant | Sterling | MA | 05/2023 | 09/2023 |
| New York Life Insurance Company | Westborough | MA | 02/2024 | Present |
| Nylife Securities Llc | Westbrough | MA | 05/2024 | Present |
| Data Trust | Washington D.C. | DC | 06/2021 | 08/2021 |
| Eagle Strategies Llc | Westborough | MA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-12 |
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