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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-17 |
Branch Locations
10 Fan Pier Blvd., Boston, MA 02210 • United States
Wrentham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 07/2015 | 05/2019 |
| Citizens Securities, Inc | Franklin | MA | 05/2019 | 01/2020 |
| Citizens Bank | Westwood | MA | 05/2019 | 05/2025 |
| Citizens Securities, Inc. | Westwood | MA | 01/2020 | 05/2025 |
| Massmutual | Springfield | MA | 12/2025 | Present |
| Mml Investors Services, Llc | Springfield | MA | 12/2025 | Present |
| Unemployed | Wrentham | MA | 05/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-22 |
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