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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-13 |
Branch Locations
45 Bristol Drive Suite 206, South Easton, MA 02375 • United States
197 First Avenue Suite 350, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Financial Partners | Needham | MA | 05/2021 | Present |
| University Of Massachusetts Amherst | Amherst | MA | 09/2019 | 05/2023 |
| Xaverian Brothers High School | Westwood | MA | 09/2015 | 05/2019 |
| Dedham Country And Polo Club | Dedham | MA | 05/2019 | 09/2019 |
| Dedham Country And Polo Club | Dedham | MA | 05/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-06 |
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