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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-08-20 |
| TX | RA | APPROVED | 2020-08-19 |
| CT | RA | APPROVED | 2020-07-30 |
| MA | RA | APPROVED | 2018-03-19 |
Branch Locations
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
1400 Computer Drive Suite 105, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boston | MA | 05/2014 | 11/2024 |
| Shepherd Financial Partners | Winchester | MA | 05/2014 | 12/2017 |
| Winthrop Advisory Group Llc | Boston | MA | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-10 |
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