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250 1St Avenue, Suite 101, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-25 |
Branch Locations
250 1St Avenue, Suite 101, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Of The Holy Cross | Worcester | MA | 09/2017 | 12/2018 |
| Trinity College | Hartford | CT | 09/2019 | 06/2022 |
| Providence College | Providence | RI | 01/2019 | 08/2019 |
| S&P Global | Boston | MA | 07/2022 | 12/2024 |
| Medfield High School | Medfield | MA | 09/2014 | 08/2017 |
| Beaumont Financial Advisors, Llc | Needham | MA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
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