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40 S. Main St. Suite 1600, Memphis, TN 38103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-03-24 |
Branch Locations
10 Post Office Square Suite 600, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winslow, Evans & Crocker, Inc. | Boston | MA | 10/2002 | 03/2021 |
| Winslow Wealth Management Llc | Boston | MA | 12/2014 | 03/2021 |
| National Securities Corporation | Boston | MA | 03/2021 | 07/2022 |
| B. Riley Wealth Advisors, Inc. | Boston | MA | 03/2021 | Present |
| B. Riley Wealth Management | Boston | MA | 07/2022 | Present |
(1) TRUSTEE OF THE BEACON ON THE CHARLES CONDOMINIUM ASSOCIATION. NON-INVESTMENT RELATED. 2 HOURS PER WEEK. (2) REAL ESTATE; NON INVESTMENT RELATED; 338 BEACON ST, APT 5 BOSTON, MA 02116; APARTMENT; OWNER; START DATE 2006; 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-18 |
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