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45 School Street, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Welch & Forbes Llc | Boston | MA | 08/2020 | Present |
| Boston Private Wealth Llc | Boston | MA | 07/2015 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-21 |
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