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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
271 Waverley Oaks Road Suite 200, Waltham, MA 02452 • United States
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2012 | 12/2024 |
| Aspire Wealth Management Corporation | Waltham | MA | 07/2012 | 12/2022 |
| Cw Advisors, Llc | Waltham | MA | 12/2024 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Finance Advisor; Investment-related; Same address; Managing finances for a sorority house; Start: 02/2026; Not during trading hours; Approximately 5% of her time per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-11 |
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