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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-27 |
| MA | RA | APPROVED | 2021-01-22 |
Branch Locations
230 Third Avenue 6Th Floor, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountainone Bank Dba Mountainone Investment Group | Williamstown | MA | 09/2014 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2014 | Present |
Board Member - PopCares, Inc. - I am a voting board member for a small nonprofit providing support to cancer patients in our local area. not compensated, outside business hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-18 |
| S65 | Uniform Investment Adviser Law Examination | 2011-03-25 |
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