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383 Elliot Street Suite 100F, Newton, MA 02464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| NJ | RA | APPROVED | 2026-01-02 |
| MA | RA | APPROVED | 2025-09-04 |
Branch Locations
383 Elliot Street Suite 100F, Newton, MA 02465 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 05/2003 | 05/2019 |
| Familywealth Asset Management | Boston | MA | 07/2019 | 09/2021 |
| Thurston Hall Investment Research, Llc | Newton | MA | 10/2021 | 03/2024 |
| Unemployed | Boston | MA | 05/2019 | 07/2019 |
| Unemployed | Boston | MA | 09/2021 | 10/2021 |
| Thurston Hall Investment Research, Llc | Newton | MA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-31 |
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