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45 Braintree Hill Park Suite #402, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-02 |
Branch Locations
45 Braintree Hill Park Suite #402, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Brothers Harriman | Boston | MA | 09/2015 | 10/2016 |
| Morgan Stanley | Norwell | MA | 10/2016 | 07/2024 |
| Stablepoint Partners, Llc | Braintree | MA | 07/2024 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance Sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-14 |
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