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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-16 |
| RI | RA | APPROVED | 2021-03-24 |
| MA | RA | APPROVED | 2020-10-28 |
| TX | RA | APPROVED | 2020-10-22 |
Branch Locations
1900 West Park Drive, Ste. 280, Westborough, MA 01581 • United States
225 Dyer St., 2Nd Floor, Providence, RI 02903 • United States
130 Turner Street, Bldg #3 Suite 620, Waltham, MA 02453 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Retirement Group, Llc | Waltham | MA | 07/2016 | 08/2024 |
| Msi Financial Services, Inc. | Wellesley | MA | 08/2016 | 03/2017 |
| Mml Investors Services, Llc | Wellesley | MA | 03/2017 | 10/2020 |
| Mass Mutual Life Insurance Company | Wellesley | MA | 08/2016 | 10/2020 |
| Cwm, Llc | Omaha | NE | 10/2020 | Present |
| Boston Retirement Group, Llc | Waltham | MA | 08/2024 | Present |
1.FIXED INSURANCE NATURE: Insurance START: 01/16/2007 APPX. HRS/MONTH: 3 % APPX HRS/MONTH DURING TRADING HOURS: 3 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC 2. NAME OF BUSINESS: Saint Margaret Mary NATURE: Religious START: 10/2/2022 APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 0 POSITION: Council Member DUTIES: Council Member Duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-20 |
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