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233 Harvard Street #201, Brookline, MA 02446 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-04-13 |
Branch Locations
233 Harvard Street #201, Brookline, MA 02446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Brookline | MA | 12/2013 | 12/2017 |
| Alternative Capitalis, Llc | Chelsea | MA | 12/2017 | 06/2021 |
| Collaborative Financial Solutions Llc | Brookline | MA | 01/2021 | Present |
1. Insurance Agent - Offering insurance to clients/prospects. Lines of insurance: term, whole life, universal life, annuities, LTC, disability. 2. Notary Public - Commonwealth of MA. 3. Chairperson of the Professional Advisors Committee for the Brookline Community Foundation (BCF) - non-profit organization - appointed by the Board of Trustees of BCF. 4. Board Member - Pierce School Extended Day after school program - non-profit organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-29 |
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