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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-26 |
| CT | RA | APPROVED | 2020-01-30 |
Branch Locations
320 Boston Post Road Suite 180-257, Darien, CT 06820 • United States
New Canaan, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Llc | New York | NY | 07/2015 | 09/2016 |
| Minnesota Life Insurance Company | St. Paul | MN | 09/2016 | 03/2019 |
| Securian Financial Services Inc | St. Paul | MN | 09/2016 | 03/2019 |
| Allied Wealth Partners | New York | NY | 09/2016 | 03/2019 |
| Commonwealth Financial Network | Waltham | MA | 03/2019 | Present |
1. Fixed insurance sales; as of 03/19/2019; Approximately 20% time spent during securities trading hours per month; Not Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-09 |
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