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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantic Wealth Management | Morehead City | NC | 01/2026 | Present |
| United States Marine Corps | Cherry Point | NC | 09/2021 | 12/2025 |
| Texas A&M University | College Station | TX | 08/2017 | 08/2021 |
| Johnson High School | San Antonio | TX | 08/2013 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
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