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140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
Branch Locations
140 Kendrick Street Building C Floor 3 Suite C320, Needham, MA 02494 • United States
Thornton, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 05/2007 | 10/2018 |
| Cuna Mutual Group | Waverly | IA | 10/2018 | 03/2024 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2018 | 03/2024 |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2024 | 06/2025 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 03/2024 | 06/2025 |
| Ascensus | Dresher | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-02 |
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