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50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-18 |
| CO | RA | APPROVED | 2025-10-22 |
| TX | RA | APPROVED | 2025-10-22 |
| NH | RA | APPROVED | 2020-01-21 |
| MA | RA | APPROVED | 2019-12-18 |
Branch Locations
50 Dunham Ridge Suite 1250, Beverly, MA 01915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Coast Asset Management, Llc | Essex | MA | 07/2011 | 01/2018 |
| Little House Capital, Llc | Braintree | MA | 08/2017 | Present |
| Bluedoor Private Wealth, Llc | Middleton | MA | 03/2019 | 03/2021 |
| Bluedoor Private Wealth, Llc | Beverly | MA | 03/2021 | Present |
I currently maintain a small tax and estate planning practice. The work is sporadic and only as needs may arise. I devote around 10 hours per year drafting estate planning documents or coordinating tax work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-26 |
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