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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
| CA | RA | APPROVED | 2026-06-25 |
| TX | RA | APPROVED | 2026-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abn Financial Strategies Llc | Waltham | MA | 03/2024 | Present |
| The Dinerstein Group Llc | New York | NY | 06/2014 | 03/2024 |
| Nylife Securities Llc | Waltham | MA | 05/2025 | Present |
| Eagle Strategies Llc | Waltham | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-05 |
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