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230 Third Avenue Floor 5, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-05 |
| NH | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 02/2007 | 01/2017 |
| Financial Navigators Inc | Littleton | MA | 01/2017 | 09/2024 |
| Montis Financial | Waltham | MA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-10 |
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