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1000 Us Route 1 Unit 204, Office I, York, ME 03909 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-02-24 |
| ME | RA | APPROVED | 2023-09-01 |
| MA | RA | APPROVED | 2023-03-20 |
Branch Locations
300 Brickstone Square Suite 201, Andover, MA 01810 • United States
1000 Us Route 1 Unit 204, Office I, York, ME 03909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 02/2019 | 04/2019 |
| Raytheon | Marlborough | MA | 10/2015 | 03/2017 |
| Raytheon | Woburn | MA | 03/2017 | 02/2019 |
| Zen Finanical Planning, Llc | York | ME | 03/2023 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 02/2019 | 03/2023 |
| Boston University | Boston | MA | 09/2023 | Present |
| Regis College | Weston | MA | 08/2023 | 03/2026 |
| Greene Consulting Associates, Llc | Atlanta | GA | 07/2024 | Present |
(1)Independent insurance agent since 03/2023; Investment related; York, ME; selling insurance products; 2 hrs/mo. (2)University; Boston, MA; not inv rel; academic professional-Financial Planning Program; serve as a subject matter expert for the college's Financial Planning Program; update course material, exams, and quizzes; start 09/2023. (3) Greene Consulting Associates, LLC; No; Atlanta, GA; Higher Education; Adjunct Lecturer; 07/2024; 5/ HR SMO; 5/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-12 |
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