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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-07 |
| NH | RA | APPROVED | 2025-03-03 |
Branch Locations
888 Boylston Street Suite 1010, Boston, MA 02199 • United States
145 Maplewood Avenue Suite 210, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691) | Lincoln | RI | 07/2018 | 03/2019 |
| University Of Massachusetts - Amherst | Amherst | MA | 09/2016 | 05/2018 |
| University Of Massachusetts - Amherst | Amherst | MA | 09/2014 | 05/2018 |
| Continental Stone Marble And Granite | Sterling | MA | 06/2017 | 08/2017 |
| Unemployed | Hudson | MA | 05/2018 | 07/2018 |
| F&M Tools And Plastics | Leominster | MA | 12/2016 | 01/2017 |
| Lake Street Advisors | Portsmouth | NH | 03/2019 | 04/2021 |
| Bank Of America | Lincoln | RI | 07/2018 | 02/2019 |
| Lake Street Advisors | Portsmouth | NH | 04/2021 | 02/2025 |
| Scs Capital Management Llc | Portsmouth | NH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-04 |
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