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One Post Office Square 5Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-22 |
Branch Locations
One Post Office Square 5Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appleton Partners, Inc. | Boston | MA | 12/2022 | Present |
| Putnam Investments | Andover | MA | 05/2021 | 12/2022 |
| Saint Anselm College | Manchester | NH | 09/2017 | 05/2021 |
| Wakefield High School | Wakefield | MA | 09/2013 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
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