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60 Kendrick Street Suite 203, Needham Heights, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-24 |
Branch Locations
One Lincoln St Suite 2900, Boston, MA 02111 • United States
60 Kendrick Street Suite 203, Needham Heights, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Bethesda | MD | 08/2024 | 08/2025 |
| The Topline Strategy Group | Newton | MA | 10/2023 | 12/2023 |
| Unemployed | Westwood | MA | 01/2024 | 08/2024 |
| Fidelity Investments | Boston | MA | 06/2022 | 08/2022 |
| Yates Field House | Washington D.C. | DC | 08/2021 | 05/2023 |
| Nobles Day Camp | Dedham | MA | 06/2021 | 08/2021 |
| College Student | Washington D.C | DC | 01/2021 | 05/2023 |
| Full Time College Student | Amherst | MA | 08/2019 | 12/2020 |
| Nobles Day Camp | Dedham | MA | 06/2019 | 08/2019 |
| Nobles Day Camp | Dedham | MA | 06/2018 | 08/2018 |
| Westwood High School | Westwood | MA | 08/2015 | 06/2019 |
| Unemployed | Westwood | MA | 06/2023 | 09/2023 |
| Unemployed | Westwood | MA | 09/2025 | 01/2026 |
| M3 Advisory Group, Llc | Boston | MA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-30 |
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