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265 Franklin Street Suite 1702, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-29 |
Branch Locations
265 Franklin Street Suite 1702, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winslow, Evans & Crocker, Inc. | Boston | MA | 06/2005 | 03/2021 |
| National Securities Corportaion | Boston | MA | 03/2021 | 08/2021 |
| National Asset Management | Boston | MA | 03/2021 | 08/2021 |
| Ameriprise Financial Services Llc | Hingham | MA | 08/2021 | 10/2022 |
| Wealth Effects, Llc | Boston | MA | 10/2022 | Present |
1) Great Blue Hills Power Squadron; Non-Investment Related; Hingham, MA; Safe Boating Education; Executive Board Member - Secretary; 10/2012; Appx. 5 Hrs/Mnth; Serves as secretary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-18 |
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