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1004 Main Street, Winchester, MA 01890 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-26 |
| TX | RA | APPROVED_RES | 2026-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance | Boston | MA | 12/2019 | 04/2023 |
| Forrester | Cambridge | MA | 05/2018 | 12/2019 |
| Charter Oak Capital Management | Portsmouth | NH | 11/2024 | 09/2025 |
| Shepherd Financial Partners, Llc | Winchester | MA | 12/2025 | Present |
| Saint Anselm College | Manchester | NH | 09/2015 | 05/2018 |
| Boston Light Financial | Woburn | MA | 05/2023 | 11/2024 |
| Lpl Financial | Winchester | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-27 |
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