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100 High Street Suite 950, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newton | MA | 01/2020 | 11/2022 |
| Dover Ice Arena | Dover | NH | 05/2016 | 10/2018 |
| Dover School District | Dover | NH | 06/2016 | 11/2019 |
| Saint Josephs College | Standish | ME | 08/2015 | 05/2019 |
| The Nagler Group | Portsmouth | NH | 12/2019 | 01/2020 |
| Saint Joseph's College Of Maine | Standish | ME | 09/2017 | 08/2018 |
| Bank Of America, N.A. | Newton | MA | 03/2020 | 11/2022 |
| Claro Advisors Inc. | Boston | MA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-10 |
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