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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westborough | MA | 05/2012 | 10/2016 |
| Bank Of America, N.A. | Westborough | MA | 07/2012 | 10/2016 |
| Commonwealth Financial Network | Waltham | MA | 01/2017 | 01/2023 |
| Ball Financial Services Company | Westborough | MA | 10/2016 | 01/2023 |
| Ball Financial Services Company | Westborough | MA | 01/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-17 |
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