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50 Washington Street, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn | MA | 11/2017 | 03/2025 |
| Bank Of America, N.A. | Auburn | MA | 11/2017 | 03/2025 |
| Clinton Savings Bank | Clinton | MA | 01/2017 | 11/2017 |
| Cabelas | Berlin | MA | 02/2015 | 01/2017 |
| Aaf Wealth Management, Llc | Westborough | MA | 03/2025 | Present |
I*8780 For profit or not for profit: Name of outside business organization: Rental Property- Kissimmee Investment related: Address of business: Kissimmee, Florida 34746 Nature of business: Position, title, association: Start date of relationship: 10/1/2019 Number of hours devoted: 4 hour(s) Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-31 |
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