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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence | RI | 01/2019 | 10/2020 |
| Digital Federal Credit Union | Frankin | MA | 10/2016 | 11/2018 |
| Rtn Federal Credit Union | Waltham | MA | 09/2013 | 09/2016 |
| Bank Of America, N.A. | Providence | RI | 02/2019 | 10/2020 |
| Edward Jones | St. Louis | MO | 10/2020 | 09/2022 |
| Middlesex Financial Group | Natick | MA | 09/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | Present |
Fixed insurance sales; Located in Natick, MA, as of 10/01/2022, 10% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-01 |
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