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260 Franklin Street Suite 1888, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-11 |
Branch Locations
260 Franklin Street Suite 1888, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prime, Buchholz | Boston | MA | 08/2016 | 09/2017 |
| Levatus Llc | Boston | MA | 09/2017 | 04/2026 |
| Tfc Financial Management Inc | Boston | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-13 |
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