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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| MA | RA | APPROVED | 2021-03-24 |
Branch Locations
27 Garden Street Suite 1A, Danvers, MA 01923 • United States
537 Main Street (Rte.28), Suite #2F, Harwichport, MA 02646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Securities, Inc. | Boston | MA | 04/2014 | 08/2017 |
| Massmutual Life Insurance Co | East Providence | RI | 08/2017 | 08/2017 |
| Mml Investors Services, Llc | East Providence | RI | 08/2017 | 08/2017 |
| Kestra Financial, Inc. | Boston | MA | 09/2017 | 10/2018 |
| Resources Investment Advisors | Overland Park | KS | 09/2020 | 03/2021 |
| Commonwealth Financial Network | Waltham | MA | 03/2021 | Present |
| Landmark School | Beverly | MA | 10/2018 | 06/2021 |
| New England Wealth Management, Llc | Danvers | MA | 03/2021 | Present |
Partner, New England Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; 100% of time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-12-15 |
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