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140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-06-29 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor Securities Inc | Brentwood | TN | 04/2011 | 06/2019 |
| Commonwealth Financial Network | Waltham | MA | 06/2019 | 05/2021 |
| Seven Hills Group Llc | Brentwood | TN | 06/2019 | 05/2021 |
| Ascensus | Dresher | PA | 05/2021 | Present |
1. Applicant is employed with the firm's parent company, Ascensus, LLC. In addition to his association with the member firm, he is also associated with FuturePlan by Ascensus, a network of retirement plan administrators and represents the full time execution of his Ascensus job responsibilities. 2. Applicant receives rental income from real estate located in Gulf Shores, AL since April 2023. No hours are dedicated to this activity during Ascensus working hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-07 |
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