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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-14 |
Branch Locations
155 East 44Th St 12Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jagermeister | White Plains | NY | 04/2023 | 06/2023 |
| Cutco | Olean | NY | 01/2023 | 03/2023 |
| Doug Wetton Property Management | Costa Mesa | CA | 06/2022 | 08/2022 |
| Snag It | Boulder | CO | 09/2021 | 04/2022 |
| University Of Colorado | Boulder | CO | 08/2019 | 10/2019 |
| Wilmas Patio | Newport Beach | CA | 06/2017 | 04/2018 |
| Corona Del Mar High School | Newport Beach | CA | 09/2015 | 06/2019 |
| University Of Colorado | Boulder | CA | 08/2019 | 12/2023 |
| Taco Junky | Boulder | CO | 01/2020 | 07/2021 |
| Windawi & Associates | Tustin | CA | 03/2025 | 07/2025 |
| Sage Financial Innovations | San Clemente | CA | 01/2024 | 01/2025 |
| Massmutual Life Insurance Co | New York | NY | 01/2026 | Present |
| Mml Investors Services, Llc | New York | NY | 01/2026 | Present |
| Unemployed | Newport Beach | CA | 07/2025 | 12/2025 |
| Lpl Financial, Llc | Tustin | CA | 02/2025 | 06/2025 |
| Osaic Wealth, Inc. | San Clemente | CA | 01/2024 | 02/2025 |
| Osaic Fs, Inc. | San Clemente | CA | 01/2025 | 01/2025 |
| Lincoln Financial Securities Corporation | San Clemente | CA | 03/2024 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-17 |
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