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One Technology Drive Suite 100, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-13 |
| TX | RA | APPROVED | 2025-03-04 |
Branch Locations
One Technology Drive Suite 100, Westborough, MA 01581 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Dallas | TX | 08/2020 | 10/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 06/2019 | 08/2019 |
| Eaton Partners | Rowayton | CT | 05/2018 | 08/2018 |
| Country Club Of Fairfield | Fairfield | CT | 06/2017 | 08/2017 |
| University Of Colorado Call Center | Boulder | CO | 09/2016 | 05/2017 |
| Morgan Stanley | Boston | MA | 12/2021 | 02/2025 |
| Grimes & Company, Inc. | Westborough | MA | 03/2025 | Present |
| University Of Colorado | Boulder | CO | 08/2016 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-28 |
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