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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-23 |
| CA | RA | APPROVED | 2024-04-26 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
720 University Ave Suite 130, Norwood, MA 02062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Boston | MA | 06/2019 | 09/2022 |
| Us Valet Inc | East Greenwich | RI | 04/2017 | 03/2020 |
| D'AEllessandro Corp | Avon | MA | 03/2017 | 12/2017 |
| Commonwealth Financial Group/Massmutual | Boston | MA | 05/2019 | 09/2022 |
| Stonehill College | North Easton | MA | 08/2016 | 05/2020 |
| Ep Wealth Advisors, Llc | Boston | MA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-10 |
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