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888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-26 |
Branch Locations
Charlestown, MA • United States
888 Boylston Street Suite 800, Boston, MA 02199 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Wethersfield | CT | 07/2011 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 11/2016 | 01/2022 |
| Bank Of America, N.A. | Boston | MA | 11/2016 | 01/2022 |
| Truist Advisory Services, Inc. | Boston | MA | 01/2022 | 07/2023 |
| Barnum Financial Group | Glastonbury | CT | 07/2011 | 11/2016 |
| Natixis Distribution, Llc | Boston | MA | 07/2023 | Present |
| Natixis Advisors, Llc | Boston | MA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-04 |
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