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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-10 |
Branch Locations
100 International Drive Ste 340, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Needham | MD | 08/2016 | 09/2017 |
| Park Avenue Securities | Needham | MA | 11/2016 | 09/2017 |
| Fidelity Investments | Merrimack | NH | 04/2024 | 09/2025 |
| Stageedge | Tewksbury | MA | 09/2019 | 01/2020 |
| Tifin Group | Boulder | CO | 02/2020 | 12/2020 |
| Self Employed | Acton | MA | 10/2017 | 03/2018 |
| Park Avenue Securities | Needham | MA | 09/2016 | 09/2017 |
| Guardian Life Ins | Needham | MD | 09/2016 | 09/2017 |
| Harvest Exchange | Houston | TX | 04/2018 | 08/2019 |
| Self Employed | Stratham | NH | 10/2023 | 03/2024 |
| Function4 | New York | NY | 01/2021 | 02/2022 |
| Blue Mantis | Portsmouth | NH | 03/2022 | 09/2023 |
| Equitable Advisors, Llc | New York | NY | 09/2025 | Present |
1) Non-Equitable Network outside insurance appointments, Garity Advantage, Medicare, Annual Comp $35,000.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-02 |
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