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One Liberty Square Suite 500, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-19 |
Branch Locations
One Liberty Square Suite 500, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2020 | 11/2025 |
| Unemployed | Millbury | MA | 05/2020 | 06/2020 |
| Boston College | Chestnut Hill | MA | 08/2016 | 05/2020 |
| Boston College Athletic Department | Chestnut Hill | MA | 08/2016 | 03/2020 |
| Bertucci's | Northborough | MA | 06/2019 | 09/2019 |
| Crestwood Advisors | Boston | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-06 |
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