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290 Congress Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-05-04 |
Branch Locations
East Boston, MA • United States
290 Congress Street, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 07/2020 | 02/2022 |
| Bryant University | Smithfield | RI | 06/2016 | 05/2020 |
| The Thoreau Club | Concord | MA | 05/2017 | 08/2017 |
| Town Of Acton | Acton | MA | 05/2018 | 09/2018 |
| Balance Wealth Advisors | Wellesley | MA | 05/2019 | 05/2020 |
| Unemployed | Acton | MA | 03/2020 | 07/2020 |
| Bryant University | Smithfield | RI | 09/2018 | 05/2020 |
| Columbia Management Investment Distributors, Inc | Boston | MA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-02 |
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