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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-17 |
Branch Locations
20 Gatehouse Road, Amherst, MA 01002 • United States
Worcester, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Margaritas Mexican Restaurant | Dover | NH | 03/2017 | 03/2024 |
| Capital Burger Company | Stratham | NH | 06/2016 | 03/2024 |
| Nylife Securities Llc | Westborough | MA | 06/2024 | 02/2026 |
| New York Life Insurance Company | Westborough | MA | 02/2024 | 02/2026 |
| Lincoln Investment | Fort Washington | PA | 02/2026 | Present |
Tutor Doctor Position: English/Language Arts/Writing Tutor Nature: Tutoring and mentoring students to help them academically Investment Related: No Hours: 35 Securities Trading Hours: 35 Start Date: 1/16/2026 Address: 10 Sadie Hutt Lane Southborough, MA 01772 Description: Teach students reading/writing skills, help students prep for SAT YMCA of Central Massachusetts Position: Fitness Class Instructor Nature: Gym/Fitness Investment Related: No Hours: 10 Securities Trading Hours: 10 Start Date: 2/2/2026 Address: 75 Shore Drive Worcester, MA 01605 Description: Teaching group fitness classes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-22 |
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