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496 State Rd, West Tisbury, MA 02575 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Falmouth | MA | 11/2023 | 03/2025 |
| Career Break | Falmouth | MA | 10/2012 | 11/2023 |
| Bank Of America, N.A. | Falmouth | MA | 01/2024 | 03/2025 |
| Martha's Vineyard Bank | West Tisbury | MA | 04/2025 | Present |
| Lpl Financial, Llc | Falmouth | MA | 05/2025 | Present |
1- 05/2025 / 57 Highridge Rd B11 / Real Estate Rental / Investment Related / Start date: 04/01/2014
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-25 |
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