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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
1400 Computer Drive, Suite 201, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Rockland | MA | 01/2017 | 06/2021 |
| Edward Jones | Norwell | MA | 01/2016 | 12/2016 |
| Raymond James Financial Services, Inc. | Westborough | MA | 06/2021 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Westborough | MA | 12/2021 | 06/2024 |
| Boston Harbor Wealth Advisors | Westborough | MA | 07/2022 | Present |
| Financial Independence Advisors | Westborough | MA | 08/2022 | Present |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | Present |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | Present |
1. Various; Investment Related; 1400 Computer Drive, Suite 201, Westborough, MA 01581; Life, Health and Variable insurance; Insurance Agent; 6/28/2024; 1 hour per month; 1 hour during trading hours; Work with client and provider for quote, submission of insurance needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-22 |
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