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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-10 |
Branch Locations
2279 Valleydale Road Suite 210, Birmingham, AL 35244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everthrive Financial Group | Birmingham | AL | 09/2025 | Present |
| Ge Healthcare | Waukesha | WI | 06/2024 | 08/2025 |
| Neuronetics | Malvern | PA | 06/2023 | 06/2024 |
| Ge Healthcare | Waukesha | WI | 04/2020 | 05/2023 |
| Olympus America Inc | Center Valley | PA | 01/2012 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-18 |
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