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55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-10-15 |
Branch Locations
55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athena Capital Advisors | Lincoln | MA | 02/2015 | 02/2017 |
| Athena Capital Advisors | Lincoln | MA | 02/2017 | 02/2018 |
| Athena Capital Advisors | Lincoln | MA | 02/2018 | 06/2020 |
| Fiduciary Trust International, Llc | New York | NY | 06/2020 | Present |
| Franklin Templeton Financial Services Corp | Lincoln | MA | 04/2021 | 07/2021 |
| Franklin Distributors, Llc | Wellesley | MA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-06 |
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