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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stop & Shop | Attleboro | MA | 11/2015 | 09/2016 |
| Microgroup, Part Of Te Connectivity | Medway | MA | 06/2017 | 09/2017 |
| Microgroup, Part Of Te Connectivity | Medway | MA | 10/2019 | 10/2020 |
| Automotive Parts Services | Lincoln | RI | 11/2014 | 02/2022 |
| Wealth Impact Partners | Needham | MA | 03/2021 | 12/2021 |
| Trove Private Wealth | Plainville | MA | 12/2021 | Present |
Trove Private Wealth; Plainville, MA; start 12/2021; Financial Planning & Planning Advisor; Create financial plans based off of advisor notes/recommendations; investment related; 40+ hours/month; Salary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-13 |
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