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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Sunrise | FL | 05/2015 | 04/2020 |
| Nylife Securities Llc | Sunrise | FL | 06/2015 | 04/2020 |
| Eagle Strategies Llc | Sunrise | FL | 09/2016 | 04/2020 |
| Bank Of America N.A. | Fort Lauderdale | FL | 06/2020 | 02/2023 |
| Unemployed | Fort Lauderdale | FL | 02/2023 | 01/2024 |
| Fidelity Investments | Charlotte | NC | 01/2024 | Present |
| Mahoney Financial Organization, Llc | Sunrise | FL | 04/2019 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 04/2020 | 02/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-106188|OrgNmn:Neora|Org Addr:Dallas,Texas,US|OBA Nature:Health, Wellness and Beauty|Invst Rel:N|Title:Director Consumer Sales|Duties:Bring in customers that see value in the product - Not currently active|StrtDt:01-22-24|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-20 |
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