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Marblehead, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-16 |
| NH | RA | APPROVED | 2025-03-20 |
| MA | RA | APPROVED | 2021-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2013 | 07/2017 |
| Tqm Wealth Partners | Marblehead | MA | 07/2017 | 09/2021 |
| Lighthouse Financial, Llc | Marblehead | MA | 07/2021 | Present |
Licensed insurance agent for annuities, life, health, and long-term care insurance through various unaffiliated insurance companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-09 |
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