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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
| MA | RA | APPROVED | 2026-04-23 |
Branch Locations
53 State Street Suite 3801, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walnut Hill School For The Arts | Natick | MA | 08/2013 | 06/2017 |
| Davidson College | Davidson | NC | 08/2017 | 05/2021 |
| Tenacre Country Day School | Wellesley | MA | 06/2018 | 08/2018 |
| Massachusetts Down Syndrome Congress | Burlington | MA | 05/2019 | 08/2019 |
| Sanford C. Bernstein & Co., Llc | Boston | MA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-22 |
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