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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
1400 Computer Drive, Suite 201, Westborough, MA 01581 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Providence | RI | 04/2016 | 09/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Providence | RI | 04/2016 | 09/2021 |
| Raymond James Financial Services, Inc. | Rockland | MA | 10/2021 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Rockland | MA | 10/2021 | 06/2024 |
| Boston Harbor Wealth Advisors | Https://Outsidebusinessactivity.rJf.cOm/Outside-Bu | MA | 10/2021 | Present |
| Financial Independence Advisors ('FIa') | Westborough | MA | 10/2021 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
1. Various; Investment Related; 1400 Computer Drive, Suite 201, Westborough, MA 01581; Life, Health & Variable Insurance; Insurance Agent; 6/28/24; 5 hours per month; 5 hours during trading hours; Recommend Health, Life and/or variable life insurance for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-30 |
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