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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-10 |
Branch Locations
12377 Merit Drive Suite 1500, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2024 | Present |
| Rxsense | Boston | MA | 06/2023 | 08/2023 |
| Fidelity Co-Operative Bank | Leominster | MA | 05/2022 | 01/2024 |
| Jake N Joes Sport Grille | Waltham | MA | 09/2022 | 11/2022 |
| C.D. Riley Landscaping Construction | Lynnfield | MA | 05/2021 | 08/2021 |
| Fedex Ground | Northborough | MA | 05/2020 | 08/2020 |
| Davis Farmland Mega Maze | Sterling | MA | 08/2019 | 11/2019 |
| Frommer's Tree Farm | Lancaster | MA | 12/2017 | 12/2018 |
| Bentley University | Waltham | MA | 08/2020 | 05/2024 |
| Nashoba Regional Highschool | Bolton | MA | 08/2016 | 06/2020 |
| Doordash | Dallas | TX | 07/2024 | 05/2026 |
| Unemployed | Lancaster | MA | 06/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-06 |
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