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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| FL | RA | APPROVED | 2019-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stuart | FL | 07/2015 | 04/2019 |
| Bank Of America, N.A. | Stuart | FL | 10/2015 | 04/2019 |
| Commonwealth Financial Network | Waltham | MA | 04/2019 | Present |
| Strategic Retirement Group | Stuart | FL | 04/2019 | Present |
Fixed insurance sales; as of 04/05/19 0% time spent during business hours per month; Conducted at branch ; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-20 |
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