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40 Washington Street Suite 210, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-10-04 |
Branch Locations
132 Central Street Suite 208, Foxboro, MA 02035 • United States
40 Washington Street Suite 210, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Hingham | MA | 04/2013 | 01/2017 |
| Mml Investors Services Llc | Hingham | MA | 05/2013 | 01/2017 |
| Lpl Financial, Llc | Brockton | MA | 01/2017 | 06/2018 |
| The Patriot Financial Group | Brockton | MA | 01/2017 | 09/2022 |
| Securities America, Inc. | Brockton | MA | 06/2018 | 09/2022 |
| Savior Wealth | Foxboro | MA | 09/2022 | Present |
***Insurance Sales Position: Financial Advisor - Nature: Insurance Sales - Investment Related: Yes Hours: 5 - Securities Trading Hours: 5 - Start Date: 06/29/2018 Address: 10 Stephen Drive, Brockton MA 02302 ***Rep is dually-registered as an investment advisor representative with The Patriot Financial Group Insurance Agency, LLC ("PFG") since 1/20/2017 and as a registered representative with Securities America, Inc. Business is conducted from 10 Stephen Dr Brockton, MA 02302. Approximately 90% of rep's time is for services as an investment advisor representative and the balance as a registered representative. PFG and SAI are not affiliated. ***McLaughlin Financial Advisory Advisory Services / Fee based investing - Start date: 06/29/2018 - Located at: 10 Stephen Drive, Brockton, MA, 02302 **DBA: McLaughlin Financial Consulting ***BOSTON CASTING POSITION: Possible PT Only work if they call NATURE: Possibly being an extra in a film INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2020 ADDRESS: 129 Braintree Street, Boston MA 02134 DESCRIPTION: Being an extra in films or commercials that are done in the boston Area Nights and weekend work ***NOTARY PUBLIC FOR THE COMMONWEALTH OF MA POSITION: Notary Public NATURE: Sworn in as a Notary Public in MA on 11/20/2020. My commission expires in 7 years INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/20/2020 ADDRESS: 10 Stephen Drive, Brockton MA 02302, United States DESCRIPTION: I will be able to legally notarize signatures when a notarization is required in MA ***CASTING NETWORKS POSITION: talent NATURE: Acting as an extra in movies, commercials and voice over work INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/21/2022 ADDRESS: 200 S. La Brea Ave., Los Angeles CA 90036, United States DESCRIPTION: Being an extra in films, possible doing commericals and voice over work.Most of their work is done in LA so will not being doing much, if anything but they do occasionally do Zoom projects and work in the Boston area ***Backstage-NY and LA; Non-Investment related; Approx. 0-5 hrs / month; Both paid and unpaid work as extra in film, commercial work etc.-usually shoots are done overnight so it does not conflict with work hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-11 |
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