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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-05 |
Branch Locations
35 Braintree Hill Office Park Suite 400 & 405, Braintree, MA 02184 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 03/2023 | 03/2026 |
| Hamilton College | Clinton | NY | 08/2019 | 05/2023 |
| The Heritage Of Sherborn | Sherborn | MA | 08/2017 | 07/2019 |
| Morgan Stanley | New York | NY | 08/2021 | 03/2023 |
| Rennaissancere | New York | NY | 05/2021 | 08/2021 |
| Sweet Meadow Feed And Graiin | Sherborn | MA | 11/2015 | 07/2017 |
| Lincoln Investment | Fort Washington | PA | 05/2026 | Present |
Capital Analysts of New England, Inc. Position: Salaried Financial Professional Nature: Financial Services Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 5/4/2026 Address: 35 Braintree Hill Office Park Suite 400 Braintree, MA 02184 Description: Provide financial services through Lincoln
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-05 |
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