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Northborough, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED_RES | 2025-05-13 |
| MA | RA | APPROVED | 2025-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ccr Wealth Management | Westborough | MA | 04/2024 | 01/2025 |
| Bryant University | Smithfield | RI | 11/2023 | 04/2024 |
| Captrust | Boston | MA | 04/2023 | 04/2024 |
| Blackstone Valley Wealth Management, Llc | Hopkinton | MA | 04/2021 | 04/2023 |
| Unemployed - Covid | Woburn | MA | 06/2020 | 04/2021 |
| Putnam Investments | Boston | MA | 01/2018 | 01/2020 |
| Endicott College | Beverly | MA | 08/2016 | 05/2020 |
| Cetera Advisors Llc | St Cloud | MN | 05/2024 | 09/2024 |
| Cetera Advisors Llc | St Cloud | MN | 01/2025 | 01/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2025 | 01/2025 |
| Truenorth Financial Planning | Northborough | MA | 01/2025 | Present |
| Noble Financial Group | Wakefield | MA | 01/2020 | 06/2020 |
| Air Engineering | Chappaqua | NY | 04/2012 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-23 |
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