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Dover, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-11 |
| TX | RA | APPROVED_RES | 2025-04-29 |
| MA | RA | APPROVED | 2025-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walk You To Wealth | Dover | MA | 08/2022 | Present |
| Kraken Digital Asset Exchange | San Francisco | CA | 07/2024 | 02/2025 |
| Columbia College | Columbia | MO | 09/2023 | Present |
| Coinbase | Wilmington | DE | 05/2021 | 01/2023 |
| Fidelity Investments | Boston | MA | 06/2006 | 04/2021 |
| Regis College | Weston | MA | 08/2025 | Present |
Columbia College - not investment related - Columbia, MO - educational institution - Adjunct Professor of Financial Planning - 09/2023 - 10 - 0.
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