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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Cinemas | Pohatcong | NJ | 08/2018 | 08/2021 |
| Walmart | Phillipsburg | NJ | 05/2023 | 08/2023 |
| Ups Store | Chester | NJ | 05/2024 | 08/2024 |
| Johnson & Wales University | Providence | RI | 08/2022 | 04/2025 |
| Warren County Community College | Washington | NJ | 08/2020 | 05/2022 |
| Elevate Wealth Planning | Clinton | NJ | 05/2025 | Present |
| Unemployed | Stewartsville | NJ | 01/2015 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
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