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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2018-04-30 |
| MA | RA | APPROVED | 2017-10-11 |
Branch Locations
1400 Computer Dr Suite 105, Westborough, MA 01581 • United States
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Sratham, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Westborough | MA | 06/1997 | 12/2024 |
| Winthrop Advisory Group, Llc | Boston | MA | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-16 |
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