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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-05 |
Branch Locations
16524 Pointe Village Drive Suite 200, Lutz, FL 33558 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Student | Spring Hill | FL | 01/2007 | 12/2016 |
| Fox Wealth Management Group | Trinity | FL | 02/2016 | 08/2018 |
| Ubs Financial Services Inc. | Tampa | FL | 08/2018 | 02/2024 |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | Present |
| Addessi Financial Partners | Lutz | FL | 03/2024 | Present |
1. Tax Preparation, Addessi Financial Partners; as of 3/12/2024; 10% of time spent during business hours; Conducted at branch; Not investment related. 2. Fixed insurance sales; Located at 16524 Pointe Village Drive, Suite 200, Lutz, FL 33558, as of 06/17/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-13 |
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