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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-04 |
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
1400 Computer Drive Suite 201, Westborough, MA 01581 • United States
Belleair, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Acton | MA | 07/2015 | 06/2024 |
| Raymond James Financial Services Advisors, Inc | Acton | MA | 07/2015 | 06/2024 |
| Boston Harbor Wealth Advisors, Llc | Acton | MA | 05/2016 | 10/2018 |
| Lwo, Llc | Westborough | MA | 04/2018 | 06/2024 |
| The Hamilton Group | Westborough | MA | 02/2017 | 06/2024 |
| Boston Harbor Wealth Advisors | Westborough | MA | 07/2015 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
(1) Non-Variable Insurance; Investment Related: 1400 Computer Drive, Suite 201, Westborough, MA 01581; Non-Variable Insurance Agent; Non-Variable Insurance; 1 hour per month; 1 hour during trading hours; Sales and service of non-variable insurance. (2) Co-Trustee to multiple family Trusts; Investment Related; Wakefield, MA 01880; Trust Account; C0-Trustee; Acting Trustee & Investment Adviser Representative; 12/10/2020; 2 hours per month; 2 hours during trading hours; Serve as CO-Trustee and Investment Adviser Representative to several family trusts where I manage assets for a fee. (3) Trustee to Mutiple Generational Family Trusts; Investment Related; Wakefield, MA 01880; Generational Trust Accounts; Trustee; 12/24/2024; 1 hour per month; 0 hours during trading hours; Trustee to multiple family generational trusts where I do not have investment authority.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-06 |
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