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55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-12-05 |
Branch Locations
55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investments | Andover | MA | 01/2015 | 02/2018 |
| Athena Capital Advisors | Lincoln | MA | 03/2018 | 04/2019 |
| Athena Capital Advisors | Lincoln | MA | 04/2019 | 06/2020 |
| Fiduciary Trust International, Llc | Lincoln | MA | 06/2020 | Present |
| Franklin Distributors, Llc | Lincoln | MA | 08/2023 | Present |
1. MKJ Therapies LLC; Non investment related. I am 50% owner of the private practice where I assist my wife with running finances for the business. The business provides speech language services to children. I devote 0 hours during normal trading hours to the business. I devote a 2-3 hours on the weekends to the business in helping my wife, the other 50% owner. 2. Independent Contractor-NCAA Baseball Umpire; Westwood MA; Beginning: 3-1-2018; Approx: 120 hours annually; no time during normal securities trading hours. 3. Westwood Finance & Warrant Commission ("FinCom")- Member-advisory capacity; Westwood, MA; Beginning 6/1/2026; Approx. 4 hours monthly, no time during normal securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-19 |
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