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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-07 |
| NH | RA | APPROVED | 2025-03-03 |
| NY | RA | APPROVED | 2025-03-03 |
Branch Locations
888 Boylston Street Suite 1010, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Lone Tree | CO | 07/2021 | 06/2024 |
| Student | Salisbury | CT | 07/2016 | 05/2017 |
| Student | Elon | NC | 06/2017 | 06/2021 |
| Lake Street Advisors | Portsmouth | NH | 09/2023 | 02/2025 |
| Scs Capital Management Llc | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-06 |
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