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One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
| FL | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
One Marina Park Drive 16Th Floor, Boston, MA 02210 • United States
Vero Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'COnnor, Carnathan And Mack, Llc | Vero Beach | FL | 11/2005 | 01/2020 |
| Metlife Securities Inc. | Boston | MA | 01/2015 | 03/2017 |
| Mml Investors Services, Llc | Boston | MA | 03/2017 | 11/2021 |
| Catalyst Financial Partners | Vero Beach | FL | 12/2018 | Present |
| Baystate Wealth Management | Vero Beach | FL | 02/2010 | 12/2023 |
| Mariner Managed Account Solutions, Llc | Vero Beach | FL | 01/2024 | 06/2026 |
Trusted Advisor Search LLC; not investment related; Weare, NH; recruiting tool; General Counsel; start date 4/2026; approximately 60 hours per month, all during securities trading hours; General Counsel duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-04-10 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-03 |
| S66 | Uniform Combined State Law Examination | 1999-08-12 |
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