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Eden Prairie, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-04 |
| MN | RA | APPROVED | 2024-08-28 |
Branch Locations
101 Federal St. Suite 1900, Boston, MA 02110 • United States
Eden Prairie, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 03/2016 | 11/2017 |
| Td Ameritrade | Boston | MA | 11/2017 | 12/2022 |
| Charles Schwab And Co., Inc. | Boston | MA | 12/2022 | Present |
| Elevation Wealth Management | Eden Prairie | MN | 08/2024 | Present |
Abington Auto Sales Inc. & Abington Gas Inc.| Investment Related: No|225 Brockton Ave.; Abington; MA;02351; USA| Automotive Sales| President & Vice President |2024-02-02|Hours Per Month: Less than 20|HoursSpentduringSecurityTrading:0|Review bank accounts, paperwork, sales/purchases, income and expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-10 |
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