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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| ME | RA | APPROVED | 2019-01-18 |
Branch Locations
22 Free Street Suite 202, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2016 | 01/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2019 | Present |
| Fore River Financial | Portland | ME | 01/2019 | Present |
Fixed insurance sales; as of 01/09/2018; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-08 |
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