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11 East Street, Franklin, MA 02038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-07 |
| MA | RA | APPROVED | 2021-12-01 |
Branch Locations
11 East Street, Franklin, MA 02038 • United States
10012 Gulf Center Drive Suite 4, Fort Myers, FL 33913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2016 | 07/2018 |
| The Vanguard Group, Inc | Scottsdale | AZ | 07/2018 | 07/2019 |
| Self Employed | San Francisco | CA | 12/2018 | 08/2023 |
| Lpl Financial Llc | Fort Myers | FL | 08/2019 | Present |
| Byrne Financial Freedom, Llc | Fort Myers | FL | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-23 |
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