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55 Union Street, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-13 |
Branch Locations
55 Union Street, Boston, MA 02108 • United States
58 Pulaski Street Building A, Peabody, MA 01960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones Investments | St. Louis | MO | 07/2018 | 05/2024 |
| Revere Public Schools | Revere | MA | 10/2007 | 06/2018 |
| Wincap Financial Llc | Peabody | MA | 05/2024 | Present |
| Calton & Associates, Inc. | Tampa | FL | 05/2024 | 02/2026 |
1. Endicott College; Non-investment related; 376 Hale St, Beverly, MA 01915; Adjunct professor in the school of business; Start date: 8/28/2024; Hours/month: 24; Hours/month during securities trading hours: 12; Duties: Teach undergraduate students. 2. Insurance Agent; Investment Related; 28 Ravenwood Rd, , Peabody, MA. 01960; 5/1/2024; Hours/month: 10; Duties: If appropriate, I will facilitate and recommend Life Insurance and Fixed Annuity products to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-21 |
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