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25 Braintree Hill Office Park Suite 303, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-11-15 |
Branch Locations
25 Braintree Hill Park Suite 303, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Baltimore | MD | 07/2003 | 09/2016 |
| Raymond James & Associates, Inc. | Boston | MA | 09/2016 | 10/2017 |
| Securities America, Inc. | Braintree | MA | 10/2017 | 06/2024 |
| Securities America Advisors | Braintree | MA | 10/2017 | 06/2024 |
| Marino Stram & Associates | Braintree | MA | 10/2017 | Present |
| Osaic Wealth, Inc. | Braintree | MA | 06/2024 | Present |
1) INDEPENDENT INSURANCE AGENT; NOT INVESTMENT RELATED; SAME ADDRESS AS ABOVE; INSURANCE AGENT; INSURANCE PRODUCT SALES; LESS THAN 10% OF TIME PER MONTH. 2) HINGHAM GALS BASKETBALL COACH; POSITION: Coach NATURE: Coach of Hingham Gals Basketball (Expecting to Coach 4th Grade this Year) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: Hingham Sports Partnership, PO Box 48, Hingham MA 02043 DESCRIPTION: I am planning on being an assistant coach for my daughter's basketball team. She is in fourth grade. 3) MEMBER OF BOSTON ESTATE PLANNING COUNCIL; POSITION: Volunteer NATURE: Boston Estate Planning Council Networking Group INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/12/2019 ADDRESS: 4 Lan Drive, Westford MA 01886 DESCRIPTION: Network with local's accountants, estate planning attorneys and other professionals who work with clients in wealth management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-18 |
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