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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canaccord Genuity | Boston | MA | 07/2020 | 08/2020 |
| Canaccord Genuity | Boston | MA | 07/2021 | 03/2022 |
| Lpl Financial Llc | Boston | MA | 12/2022 | Present |
| Unemployed | Boston | MA | 04/2022 | 12/2022 |
| Hesson Wealth Partners Llc | New York | NY | 12/2024 | Present |
| Bolvin Wealth Management Group | Boston | MA | 12/2022 | Present |
| Boston College | Chestnut Hill | MA | 09/2020 | 05/2021 |
| Boston College | Chestnut Hill | MA | 08/2017 | 06/2020 |
| Duxbury High School | Duxbury | MA | 08/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-07 |
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