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125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-27 |
Branch Locations
125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States
Cohasset, MA • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-20 |
Branch Locations
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Cohosset, MA • United States
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-20 |
| PA | RA | APPROVED | 2025-03-20 |
Branch Locations
1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States
Cohasset, MA • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-20 |
Branch Locations
Cohasset, MA • United States
101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steer Partners | Boston | MA | 10/2017 | 08/2019 |
| Duff & Phelps | Boston | MA | 06/2020 | 07/2020 |
| Steer Partners | Boston | MA | 01/2021 | 06/2021 |
| Providence College | Providence | RI | 08/2015 | 12/2020 |
| Freedom Boat Club | Scituate | MA | 06/2014 | 09/2017 |
| Jmp Securities Llc | Boston | MA | 07/2021 | 09/2024 |
| Federate Hermes Inc | Pittsburgh | PA | 01/2025 | Present |
| Federated Securities Corp | Pittsburgh | PA | 01/2025 | Present |
| Unemployed | Cohosset | MA | 09/2024 | 01/2025 |
| Federated Global Investment Management Corp | New York | NY | 03/2025 | Present |
| Federated Investment Counseling | Pittsburgh | PA | 03/2025 | Present |
| Mdt Advisers, A Division Of Federated Mdta Llc. | Boston | MA | 03/2025 | Present |
FROM 1/2024 TO PRESENT, OWNER OF AND CAPTAIN AT EAST OF BOSTON FISHING CHARTERS, LLC, 42 FLINTLOCKE RIDGE ROAD, COHASSET, MA 02025. ACTIVITY IS NOT PERFORMED DURING TRADING HOURS AND IS NOT INVESTMENT RELATED. TIME SPENT IS APPROXIMATELY 10 TO 20 HOURS PER MONTH FROM MAY TO OCTOBER ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-08 |
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