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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-07 |
Branch Locations
1 West Boylston Street Suite 201B, Worcester, MA 01605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Worcester | MA | 04/2020 | 08/2024 |
| Shams Inc | Indianapolis | IN | 08/2012 | 05/2017 |
| Enterprise Rent A Car/ Clerac Llc | Strongsville | OH | 05/2017 | 06/2019 |
| Quicken Loans | Cleveland | OH | 07/2019 | 11/2019 |
| Rockland Trust | Rockland | MA | 02/2020 | 04/2020 |
| Hertz Rent A Car | Worcester | MA | 01/2020 | 02/2020 |
| Pnc Bank | Cleveland | OH | 10/2016 | 12/2016 |
| Bank Of America, N.A. | Worcester | MA | 07/2020 | 08/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 04/2025 | 06/2025 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2025 | 06/2025 |
| Unemployed | Worcester | MA | 09/2024 | 04/2025 |
| Edward Jones | St. Louis | MO | 10/2025 | Present |
| Unemployed | Worcester | MA | 07/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-18 |
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