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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-02 |
Branch Locations
400 Donald Lynch Blvd Ste 103, Marlborough, MA 01752 • United States
Hudson, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James N. Ball & Company | Westborough | MA | 02/2019 | 10/2022 |
| Thrivent Financial | Northborough | MA | 10/2018 | 01/2019 |
| Summit Financial Partners | Woburn | MA | 06/2017 | 09/2018 |
| Nashoba Vision Associates | Groton | MA | 07/2015 | 06/2017 |
| Clark Asset Management, Llc | Stratham | NH | 02/2023 | 10/2023 |
| Unemployed | Hudson | NH | 11/2022 | 01/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | Present |
| Tinsley Financial Group, Llc | Marlborough | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2018-05-18 |
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