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55 West Street Suite 201, Walpole, MA 02081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provo Wealth Management | Shrewsbury | MA | 05/2017 | Present |
| St Johns High School | Shrewsbury | MA | 06/2013 | 12/2016 |
| Worcester Polytechnical Institute | Worcester | MA | 12/2016 | 05/2017 |
| Quinsigamond Community College | Worcester | MA | 06/2016 | 12/2017 |
| Babson College | Babson Park | MA | 01/2018 | 05/2021 |
Notary Public; Not Investment Related; 385 South St Shrewsbury MA 01545; Notarizing; 2025-05-14; 0.5 Hours per month devoted to business during trading hours; 0.5 Hours per month devoted to business outside trading hours; No total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-31 |
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