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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-13 |
Branch Locations
960 Turnpike Street Suite 1B, Canton, MA 02021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Realty Group | Boston | MA | 05/2017 | 10/2017 |
| Northwestern Mutual Investment Services Llc | Boston | MA | 10/2017 | 02/2019 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 09/2014 | 05/2017 |
| Lpl Financial Llc | Boston | MA | 02/2019 | 06/2021 |
| Private Advisor Group | Boston | MA | 02/2019 | 06/2021 |
| Walker & Dunlop | Needham | MA | 06/2021 | 12/2021 |
| Unemployed | Canton | MA | 01/2022 | 03/2022 |
| Axial Financial Group | Quincy | MA | 04/2022 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2022 | 01/2025 |
| Citizens Securities, Inc. | Westwood | MA | 01/2025 | 10/2025 |
| Citizens Securities, Inc. | Charlestown | MA | 10/2025 | 04/2026 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | Present |
| Neponset Valley Financial Partners | Canton | MA | 04/2026 | 07/2026 |
| Caplan Wealth Partners | Canton | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-03 |
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