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1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-14 |
| CA | RA | APPROVED | 2024-12-10 |
Branch Locations
1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States
115 Federal Street Suite 2301, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbsc Securities Corporation | Boston | MA | 02/2015 | 01/2018 |
| Schroder Investment Management North America Inc | New York | NY | 06/2018 | 06/2019 |
| Unemployed | Scituate | MA | 02/2018 | 05/2018 |
| New York Life | Scituate | MA | 06/2019 | 03/2023 |
| Concentric | Walnut Creek | CA | 11/2024 | Present |
| New York Life | Scituate | MA | 03/2023 | 11/2024 |
1. Westfield State University, Institutional Advancement, The Horace Mann Center 333 Western Ave PO Box 1630 Westfield, MA 01085 (413) 572-8652 Westfield State Foundation supports students and the University through advocacy, fundraising, engagement and stewardship. - Board Member. Through its Board of Directors, the Foundation develops, fosters, and cultivates relationships with external constituencies, including alumni, friends, business leaders, private foundations, and residents of the Westfield area and beyond. - April 2022 to present - Less than 5 hours per month 2. Screen Actors Guild - American Federation of Television and Radio Artists 5757 Wilshire Boulevard, 7th Floor Los Angeles, California 90036 (855) 724-2387 Member, for the purposes of acting in screen and TV productions. Currently not active. - 2003 to present - Less than 5 hours per month 3. Gentlemans's Friday, LLC. 3 Cricket Circle Scituate, MA 02066 (781) 254-6853 -Self-directed IRA LLC for the purposes of real estate. 50% owner of the LLC that holds one property. 18 Buttonwood Lane, Scituate, MA 02066 - April 2023 to present - Less than 5 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-23 |
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