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Newton, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-04 |
| MA | RA | APPROVED | 2023-08-28 |
Branch Locations
1213 Culbreth Drive Suite 363, Wilmington, NC 28405 • United States
Newton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boston | MA | 04/2015 | 09/2016 |
| Asset Management Resources, Llc | Hyannis | MA | 09/2016 | 01/2018 |
| Citizens Securities, Inc. | Boston | MA | 02/2018 | 01/2021 |
| Citizens Investments Services | Boston | MA | 02/2018 | 01/2021 |
| Equitable Advisors Llc | New York | NY | 01/2021 | 09/2023 |
| Brock Hill Inc. | Wilmington | NC | 08/2023 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month 2) Owner, Day Break Charters and Marine Services, marine company engaged in fishing charters, commercial sale of seafood and marine services, 5 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-19 |
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