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Encinitas, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-15 |
| MA | RA | APPROVED | 2018-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Boston | MA | 01/2015 | 11/2016 |
| Mml Investors Services | Boston | MA | 02/2015 | 11/2016 |
| Lpl Financial, Llc | Quincy | MA | 11/2016 | 06/2018 |
| The Patriot Financial Group, Llc | Westborough | MA | 12/2016 | 08/2018 |
| Peterkin Financial | Oceanside | CA | 08/2018 | Present |
Real Estate Position: Landlord/Owner Nature: 18 Blake Street Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 07/01/2012 Address: 18 Blake Street, 2, Quincy MA 02170, United States Woodward School for Girls Position: Trustee and Treasurer Nature: Trustee and Treasurer- Woodward Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 12/20/2014 Address: Hancock Street, Quincy MA 02170, United States Duties: Balances budget,report on financials to the Board. Insurance Sales; investment-related; California; Insurance Agent; Start Date: 2022; Approximately 48 hrs/mo during trading hours; Sales of various insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-10 |
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