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300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
| NJ | RA | APPROVED | 2025-11-20 |
Branch Locations
25 Burlington Mall Road Suite 330, Burlington, MA 01803 • United States
300 Kimball Drive Suite 310, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Btig Llc | Boston | MA | 05/2021 | 09/2022 |
| Steward Medical Group | Watertown | MA | 06/2019 | 05/2021 |
| Kpmg Llp | Boston | MA | 08/2016 | 06/2019 |
| Eastern Bank | Boston | MA | 10/2022 | 07/2024 |
| Bleakley Financial Group, Llc Dba Onepoint Bfg Wealth Partners | Burlington | MA | 09/2025 | Present |
| Unemployed | Boston | MA | 08/2024 | 08/2025 |
Name of Business: Advanced Eye Centers (AEC); Not Investment Related; Address: 500 Faunce Corner Road Suite 110 Dartmouth, MA 02747; Nature of Business: Ophthalmology Practice; Position: Accounting Consultant; Start Date: 8/1/2016; Hours/Month: 5; Performed outside of securities trading hours; Duties: Accounting consultant in a limited capacity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-26 |
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