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245 Summer Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-09 |
| TX | RA | APPROVED_RES | 2024-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Advisor Group, Llc | Morristown | NJ | 04/2015 | 01/2018 |
| Beck Bode Wealth Management, Llc | Dedham | MA | 04/2016 | 12/2017 |
| Mml Investors Services, Llc | Boston | MA | 12/2017 | 04/2019 |
| Massachusetts Mutual Life Insurance Company | Boston | MA | 12/2017 | 04/2019 |
| Silver Pine Capital, Llc | Medfield | MA | 04/2019 | 08/2021 |
| Goldman Sachs | Boston | MA | 09/2021 | Present |
| Bay State Financial | Boston | MA | 01/2018 | 04/2019 |
| The Goldman Sachs Group | Boston | MA | 09/2021 | 01/2023 |
| Fidelity Investments | Boston | MA | 02/2024 | Present |
| Beck Bode Wealth Management | Dedham | MA | 12/2014 | 01/2018 |
| Mit Sloan School Mba Program | Cambridge | MA | 06/2022 | 01/2024 |
| Silver Pine Capital | Medfield | MA | 04/2019 | 08/2021 |
| Nashua Fire Rescue | Nashua | NH | 05/2001 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-27 |
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