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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
| NY | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gideon Strategic Partners | New York | NY | 06/2023 | 02/2025 |
| Canaccord Genuity | New York | NY | 06/2022 | 07/2022 |
| Wagner College | Staten Island | NY | 08/2020 | 05/2024 |
| Westfield High School | Westfield | NJ | 09/2016 | 06/2020 |
| 3D Garden State Lacrosse | Westfield | NJ | 06/2019 | 07/2022 |
| The Leaders Group Inc | Los Angeles | CA | 06/2024 | 02/2025 |
| Mml Investors Services, Llc | New York | NY | 05/2025 | Present |
| Massmutual Life Insurance Co | New York | NY | 10/2025 | 06/2026 |
| Fifth Avenue Financial | New York | NY | 05/2025 | Present |
| Unemployed | Westfield | NJ | 02/2025 | 05/2025 |
| Massmutual Life Insurance Co | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-17 |
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