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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-07-18 |
| MA | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
1400 Computer Drive, Suite 201, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Westborough | MA | 09/2015 | 06/2024 |
| Raymond James Financial Services Advisors Inc. | Westborough | MA | 09/2015 | 06/2024 |
| Boston Harbor Tax Advisors | Westborough | MA | 10/2017 | 06/2024 |
| Boston Harbor Wealth Advisors Llc | Westborough | MA | 03/2016 | Present |
| The Hamilton Group | Westborough | MA | 02/2017 | 12/2022 |
| Lwo, Llc | Westborough | MA | 06/2018 | 06/2024 |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 06/2024 | Present |
1. TFS Insurance Agency; Investment Related; 1400 Computer Drive Suite 201 Westborough, MA 01581; Non-Variable Insurance Sales; Insurance Agent; 7/1/2024; 4 hours per month; 4 hours during trading hours; Sales and service of non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-23 |
| S66 | Uniform Combined State Law Examination | 2003-07-11 |
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