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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | New York | NY | 01/2015 | 01/2020 |
| New York Life Insurance Co | New York | NY | 12/2014 | 01/2020 |
| Eagle Strategies Llc | New York | NY | 06/2016 | 01/2020 |
| Massmutual Life Insurance Co | New York | NY | 06/2019 | 04/2021 |
| Mml Investors Services, Llc | New York | NY | 01/2020 | 04/2021 |
| Bryant University | Waltham | MA | 01/2021 | 04/2021 |
| Fidelity Investments | Merrimack | NH | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-14 |
| S65 | Uniform Investment Adviser Law Examination | 2014-06-09 |
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