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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Guilford | CT | 04/2025 | 06/2026 |
| Big Heart Trivia | Redwood City | CA | 10/2024 | 04/2025 |
| Keys To The Keys | Norwich | CT | 05/2024 | 09/2024 |
| Noank Shipyard | Noank | CT | 09/2024 | 12/2024 |
| Ct Transportation Safety Research Center | Storrs | CT | 10/2022 | 05/2023 |
| University Of Connecticut | Storrs | CT | 08/2020 | 05/2024 |
| Bankers Life | Old Lyme | CT | 06/2024 | 07/2024 |
| Dodsons Boatyard | Stonington | CT | 05/2023 | 11/2024 |
| Harbor View Landing | Mystic | CT | 03/2020 | 05/2023 |
| Robert E. Fitch High School | Groton | CT | 09/2016 | 06/2020 |
| Town Of Groton | Groton | CT | 06/2018 | 09/2020 |
| Ymca | Mystic | CT | 09/2020 | 04/2021 |
| Shoprite | New Lodon | CT | 07/2017 | 03/2018 |
| Bank Of America, N.A. | Guilford | CT | 06/2025 | 06/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-27 |
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