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265 Franklin Street Suite 403, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-05-02 |
Branch Locations
265 Franklin Street Suite 403, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 09/2013 | 02/2020 |
| Fidelity Personal And Workplace | Boston | MA | 07/2018 | 02/2020 |
| The O.N. Equity Sales Company | Cincinnatti | OH | 07/2020 | 04/2023 |
| Ohio National Insurance Company | Cincinnati | OH | 05/2020 | 04/2023 |
| Riverview Capital Advisers Llc | Boston | MA | 04/2023 | Present |
Volunteer climbing Instructor; not investment; 10 City Square, Boston MA 02129; volunteer through Appalachian Mountain Club; Volunteer; 01/01/2020-present; 4 hours/month(0 during securities market hours); Assist certified climbing instructors teach adult rock climbing courses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-11 |
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