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Naomi Theresa D'ALessandro

Welch & Forbes LLC

Boston, MA

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Current Employers
Welch & Forbes Llc

45 School Street, Boston, MA 02108 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-05
TX RA APPROVED 2024-11-06
  • MA RA
    APPROVED
    Since 2025-02-05
  • TX RA
    APPROVED
    Since 2024-11-06

Branch Locations

45 School Street, Boston, MA 02108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Welch & Forbes Llc Boston MA 07/2014 Present
Previous Registrations
  • 2007-01-26 → 2010-05-24
    Edward Jones
    St. Louis, MO
    Prince George, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-22
S63 Uniform Securities Agent State Law Examination 2005-12-29
  • S66 Uniform Combined State Law Examination
    2007-01-22
  • S63 Uniform Securities Agent State Law Examination
    2005-12-29
Designations
Other Names
  • Naomi Theresa Souza
  • Naomi Therese Souza

View on SEC IAPD

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GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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