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10 Mall Road Suite 301, Burlington, MA 01803-4131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-01-02 |
| CT | RA | APPROVED | 2023-08-09 |
| MA | RA | APPROVED | 2021-03-24 |
| TX | RA | APPROVED_RES | 2021-03-12 |
Branch Locations
650 Ten Rod Road Suite 112, North Kingstown, RI 02852 • United States
67 South Bedford Street Suite 400 West, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Management Llc | Burlington | MA | 03/2021 | Present |
| Bank Of America | Providence | RI | 09/2014 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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