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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-11 |
| MA | RA | APPROVED | 2022-06-28 |
Branch Locations
1900 West Park Drive, Ste. 280, Westborough, MA 01581 • United States
14600 Branch St., Omaha, NE 68154 • United States
130 Turner Street, Bldg #3 Suite 620, Waltham, MA 02453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concord Wealth Management | Quincy | MA | 05/2017 | 01/2018 |
| Baystate Financial | East Providence | RI | 01/2016 | 05/2017 |
| Forty 1 North | Newport | RI | 04/2016 | 11/2016 |
| Uber | Boston | MA | 01/2018 | 05/2018 |
| John Hancock | Boston | MA | 05/2018 | 05/2022 |
| John Hancock Distrbutors Llc | Boston | MA | 05/2018 | 05/2022 |
| Cwm, Llc | Omaha | NE | 06/2022 | Present |
| Boston Retirement Group | Waltham | MA | 05/2022 | 06/2022 |
| Boston Retirement Group | Waltham | MA | 06/2022 | Present |
FIXED INSURANCE NATURE: Insurance START: 10/01/2023 APPX. HRS/MONTH: 10 % APPX HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-17 |
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