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100 High Street Suite 950, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-07 |
| ME | RA | APPROVED | 2014-11-12 |
| MA | RA | APPROVED | 2012-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Claro Advisors Inc. | Boston | MA | 01/2012 | Present |
| Mutual Securities, Inc | Camarillo | CA | 01/2012 | Present |
1. MARCUS INSURANCE, LLC, START: 06/2013, 389 BOSTON POST ROAD SUDBURY, MA 01776, INSURANCE AGENCY/AGENT, RECOMMEND TERM INSURANCE FOR RIA CLIENTS, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS. 2. PIKE GROUP LLC. START: 01/01/2015, 326 COMMONWEALTH AVE 2R, BOSTON MA 02115, REAL ESTATE GROUP, PARTNER/PASSIVE INVESTOR, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. AMERICAN CANCER SOCIETY, START DATE: 01/01/2018, 125 HUNTINGTON AVE, BOSTON, MA 02130, NON-PROFIT ORGANIZATION, VOLUNTEER EXECUTIVE COMMITTEE, ASSIST IN PLANNING AND EXECUTING AN ANNUAL FUNDRAISER CALLED COACHES VS CANCER EVENT FOR THE AMERICAN CANCER SOCIETY LOCAL CHAPTER, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-01 |
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