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888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-21 |
Branch Locations
888 Boylston Street Suite 800, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tpl Construction | Lexington | MA | 09/2003 | 06/2021 |
| Lpl Financial, Llc | Boston | MA | 10/2017 | 12/2017 |
| Integrated Wealth Concepts, Llc | Boston | MA | 10/2017 | 12/2017 |
| Axa Advisors, Llc | New York | NY | 07/2019 | 06/2020 |
| Financial Compass Group, Llc | Wellesley | MA | 07/2019 | 10/2020 |
| Boston Harbor Real Estate | Boston | MA | 01/2018 | 05/2019 |
| Unemployed | Somerville | MA | 05/2019 | 07/2019 |
| Equitable Advisors, Llc | New York | NY | 07/2019 | 10/2020 |
| Natixis Distribution, Llc | Boston | MA | 07/2021 | Present |
| Natixis Advisors, Llc | Boston | MA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-16 |
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