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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-27 |
Branch Locations
One Liberty Square 13Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Marlborough | MA | 06/2020 | 08/2023 |
| Stetson/Bentley University | Waltham | MA | 05/2016 | 05/2020 |
| Bentley University | Waltham | MA | 05/2018 | 08/2019 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 08/2021 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 08/2021 | Present |
Nantucket Island Marketing; Investment-Related: No; 472 W. Broadway #301, Boston, MA; Marketing; Consultant; Start; June 1, 2021; Hours/Month: 20; Hours during Market Hours: 0; Duties:?Business development consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-11 |
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