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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-21 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2020 | 03/2022 |
| Thrivent Advisor Network D/B/A 49 Financial | Austin | TX | 04/2020 | 03/2022 |
| Boston University | Boston | MA | 05/2017 | 05/2020 |
| Innovate Finance | London | 10/2019 | 11/2019 | |
| Bank Of America Merrill Lynch | Philadelphia | PA | 06/2019 | 08/2019 |
| San Diego State University | San Diego | CA | 06/2016 | 05/2017 |
| Chilly Cow | Arlington | MA | 01/2016 | 09/2018 |
| Alphastream.iO (Personfin) | Boston | MA | 03/2022 | 12/2022 |
| Interact Analysis | Austin | TX | 12/2022 | 07/2023 |
| Coleman Web Design Agency | Austin | TX | 07/2023 | 04/2024 |
| Commonwealth Financial Network | Waltham | MA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-06 |
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