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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2024-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asperia Tpa | Worcester | MA | 01/2016 | 04/2018 |
| Futureplan Tpa | Worcester | MA | 05/2018 | 01/2020 |
| Nova 401K Solutions Tpa | Worcester | MA | 07/2020 | 06/2022 |
| Unemployed | Worcester | MA | 02/2020 | 07/2020 |
| Unemployed | Worcester | MA | 06/2022 | 03/2023 |
| Beacon Benefits Advisor | Worcester | MA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-24 |
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