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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-11-15 |
Branch Locations
125 High St Ste 1359A, Boston, MA 02110 • United States
Newton, MA • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Newton | MA | 05/2011 | 10/2020 |
| Bank Of America, N.A. | Newton | MA | 06/2011 | 10/2020 |
| Wells Fargo Clearing Services, Llc. | Boston | MA | 10/2020 | Present |
THE DELMONICO FOUNDATION, INV RELATED, NEWTON, MA, FOUNDER AND 100% OWNERSHIP WITH SPOUSE, START 1/1/2005 1 HOUR PER MONTH, ZERO DURING TRADING, PERSONAL CHARITABLE CONTRIBUTIONS. BILTMORE BAR & GRILL, NOT INVT RELATED, NEWTON, MA, MUSICIAN, START DATE 3/10/2023, 4 HRS PER MONTH, 0 HRS DURING TRADING, MUSIC ENTERTAINMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-30 |
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