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Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-02-27 |
Branch Locations
Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2016 | 01/2018 |
| Northwestern Mutual Investment Services Llc | Woburn | MA | 06/2016 | 11/2018 |
| Martin Connolly | Woburn | MA | 01/2018 | 11/2018 |
| Adviser Investments | Newton | MA | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-15 |
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