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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-02-15 |
Branch Locations
One Liberty Square 13Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Wellesley | MA | 07/2021 | 04/2022 |
| St. Lawrence University Launders Science Library | Canton | NY | 08/2020 | 04/2021 |
| Rodgers Ski And Sport | Lincoln | NH | 11/2020 | 01/2021 |
| Ups | Chelmsford | MA | 05/2020 | 08/2020 |
| Skyline Tent And Event Rentals | Carlisle | MA | 05/2018 | 08/2019 |
| St. Lawrence University | Canton | NY | 08/2017 | 05/2021 |
| Unemployed | Carlisle | MA | 05/2021 | 07/2021 |
| Concord Carlisle High School | Concord | MA | 09/2013 | 08/2017 |
| Lpl Financial, Llc | Acton | MA | 04/2022 | 12/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2024 | Present |
| Capfinancial Securities Llc | Raleigh | NC | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
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