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230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crosspoint Financial Advisors | Chelmsford | MA | 06/2020 | 08/2020 |
| Major League Lacrosse | Boston | MA | 06/2020 | 08/2020 |
| Providence College | Providence | RI | 09/2017 | 05/2021 |
| Sky Meadow Country Club | Nashua | NH | 05/2019 | 08/2019 |
| Providence College | Providence | RI | 03/2018 | 05/2021 |
| Westford Academy | Westford | MA | 08/2013 | 06/2017 |
| Westford Parks And Recreation | Westford | MA | 06/2014 | 08/2018 |
| Lpl Financial | Woburn | MA | 07/2021 | 12/2024 |
| Waddell & Reed | Woburn | MA | 05/2021 | 07/2021 |
| Ballentine Partners, Llc | Waltham | MA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-16 |
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