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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-17 |
| WI | RA | APPROVED | 2026-03-20 |
| MO | RA | APPROVED | 2026-02-13 |
| RI | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2025-04-16 |
| GA | RA | APPROVED | 2025-03-21 |
| CO | RA | APPROVED | 2025-03-12 |
| FL | RA | APPROVED | 2025-03-05 |
| ME | RA | APPROVED | 2025-03-04 |
| MI | RA | APPROVED | 2025-03-04 |
| SC | RA | APPROVED | 2025-03-04 |
| VA | RA | APPROVED | 2025-02-04 |
| IL | RA | APPROVED | 2025-01-09 |
| TX | RA | APPROVED | 2025-01-02 |
| KY | RA | APPROVED | 2024-10-23 |
| NH | RA | APPROVED | 2024-08-13 |
| AL | RA | APPROVED | 2024-07-02 |
| NM | RA | APPROVED | 2024-05-22 |
| MD | RA | APPROVED | 2024-04-24 |
| PA | RA | APPROVED | 2024-04-09 |
| CT | RA | APPROVED | 2024-03-25 |
| DC | RA | APPROVED | 2024-03-25 |
| WV | RA | APPROVED | 2024-03-25 |
| CA | RA | APPROVED | 2024-02-08 |
| NJ | RA | APPROVED | 2024-01-23 |
| NY | RA | APPROVED | 2024-01-02 |
| MA | RA | APPROVED | 2023-11-21 |
Branch Locations
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Boston | MA | 07/2016 | 07/2019 |
| Finivi Inc | Westborough | MA | 08/2019 | 12/2019 |
| Triad Advisors | Norcross | GA | 08/2019 | 12/2019 |
| E*Trade Capital Management Llc | Boston | MA | 12/2019 | Present |
| E*Trade Securities Llc | Boston | MA | 12/2019 | Present |
| Morgan Stanley | Boston | MA | 03/2023 | 11/2023 |
| Sentinel Group | Wakefield | MA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-15 |
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