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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-19 |
Branch Locations
1 Van De Graaff Drive Suite 500, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hole In One | Eastham | MA | 06/2020 | 08/2020 |
| Axial Financial Group | Burlington | MA | 06/2021 | 08/2021 |
| Brooks School | North Andover | MA | 06/2015 | 06/2022 |
| Lit Boutique | Boston | MA | 06/2022 | 08/2022 |
| Axial Financial Group | Burlington | MA | 06/2022 | 08/2022 |
| College Of The Holy Cross | Worcester | MA | 08/2022 | 06/2023 |
| Wellington Management | Boston | MA | 06/2023 | 08/2023 |
| College Of The Holy Cross | Worcester | MA | 08/2023 | 06/2024 |
| Fidelity Investments | Boston | MA | 06/2024 | 08/2024 |
| College Of The Holy Cross | Worcester | MA | 08/2024 | 06/2025 |
| Fidelity Investments | Boston | MA | 07/2025 | 12/2025 |
| Commonwealth Financial Network | Waltham | MA | 12/2025 | 01/2026 |
| Axial Financial Group | Burlington | MA | 12/2025 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Axial Financial Group | Burlington | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
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