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60 Kendrick Street Suite 203, Needham Heights, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Bedford | NH | 01/2025 | 01/2026 |
| Mml Investors Services, Llc | Bedford | NH | 01/2025 | 01/2026 |
| Mcgee Toyota Of Dudley | Dudley | MA | 06/2024 | 08/2024 |
| The Mcgee Auto Family | Hanover | MA | 07/2023 | 12/2023 |
| Sun Life Management | Wellesley | MA | 06/2022 | 12/2022 |
| Instacart | Worcester | MA | 04/2020 | 08/2022 |
| Energy Athletics | Worcester | MA | 06/2020 | 06/2021 |
| Macguire Distributors | Worcester | MA | 04/2020 | 06/2020 |
| Ladd's Restaurant | Rutland | MA | 01/2014 | 06/2019 |
| Northeastern University - Student | Boston | MA | 08/2019 | 05/2024 |
| M3 Advisory Group, Llc | Boston | MA | 01/2026 | Present |
| Unemployed | N/A | XX | 09/2024 | 12/2025 |
1) Licensed insurance agent; Not investment-related; Boston, MA, 02111; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-09 |
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