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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-12 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
Natick, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank | Depew | NY | 06/2018 | 08/2018 |
| Bryant University | Smithfield | RI | 09/2017 | 12/2018 |
| Buffalo Ski Club | Colden | NY | 03/2014 | 03/2020 |
| Barbill Tavern | East Aurora | NY | 06/2017 | 06/2020 |
| Cantella & Co., Inc. | Malden | MA | 06/2020 | 03/2022 |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-26 |
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