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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-10 |
Branch Locations
801 Corporate Center Drive Suite 110, Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston | MA | 07/2019 | 09/2025 |
| Bates College | Lewiston | ME | 08/2018 | 07/2019 |
| Momenta Pharmaceuticals | Cambridge | MA | 06/2017 | 08/2017 |
| Bates College | Lewiston | ME | 09/2016 | 06/2017 |
| Bates College | Lewiston | ME | 08/2017 | 05/2018 |
| Mfs Investment Management | Boston | MA | 06/2018 | 08/2018 |
| Lifetime Asset Management | Raleigh | NC | 09/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-14 |
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