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111 Huntington Avenue, Boston, MA 02199-7618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-03 |
Branch Locations
111 Huntington Avenue, Boston, MA 02199-7618 • United States
Wakefield, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis Distribution, L.P. | Boston | MA | 04/2011 | 06/2020 |
| New England Professional Planning Group | Westerly | RI | 07/2020 | 10/2023 |
| Raymond James Financial Services, Inc. | Westerly | RI | 07/2020 | 10/2023 |
| Mfs Fund Distributors, Inc. | Boston | MA | 04/2024 | Present |
| Mfs Investment Managment | Boston | MA | 04/2024 | 05/2025 |
| Travel | Wakefield | RI | 10/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-14 |
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