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35 Broadway 2Nd Floor, Taunton, MA 02780 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-23 |
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bristol County Savings Bank | Taunton | MA | 07/2022 | 05/2023 |
| Alan Siegel Financial Services | South Easton | MA | 08/2021 | 06/2022 |
| Unemployed | Middleboro | MA | 05/2021 | 07/2021 |
| Ophthalmic Consultants Of Boston | Plymouth | MA | 09/2019 | 05/2021 |
| Liberty University | Lynchburg | VA | 08/2014 | 12/2018 |
| Liberty University | Lynchburg | VA | 01/2015 | 05/2017 |
| Liberty University | Lynchburg | VA | 06/2018 | 07/2019 |
| Liberty University | Lynchburg | VA | 06/2017 | 06/2018 |
| Bristol Wealth Group | Taunton | MA | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Taunton | MA | 06/2023 | 06/2024 |
| Private Client Services | Taunton | MA | 06/2024 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-16 |
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