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265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-09-11 |
| WV | RA | APPROVED | 2024-09-11 |
| TX | RA | APPROVED | 2023-05-24 |
| MA | RA | APPROVED | 2020-08-26 |
Branch Locations
Washington, DC • United States
265 Franklin Street Suite 401, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 02/2020 | 08/2020 |
| Altfest Personal Wealth Management | New York | NY | 03/2015 | 11/2018 |
| Unemployed | New York | NY | 11/2018 | 02/2020 |
| Mayflower Financial Advisors, Llc | Dallas | TX | 08/2020 | 08/2024 |
| Mayflower Financial Advisors, Llc | Washington | DC | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-03 |
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