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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-06 |
Branch Locations
180 Winter Street Suite E, Bridgewater, MA 02324-0285 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporatedmerrill Lynch, | Lincoln | RI | 10/2015 | 08/2018 |
| Citizens Bank | Milton | MA | 12/2018 | 06/2025 |
| Unemployed | Mansfield | MA | 08/2018 | 12/2018 |
| Edward Jones | St. Louis | MO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-09 |
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