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Boston, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Boston | MA | 08/2015 | 08/2018 |
| Escape The Room Boston | Boston | MA | 05/2016 | 05/2017 |
| N/A | Charlottesville | VA | 09/2018 | 05/2019 |
| Never Again Action | Charlottesville | VA | 07/2019 | 02/2022 |
| N/A | Charlottesville | VA | 03/2022 | 06/2023 |
| N/A | Boston | MA | 07/2023 | 08/2025 |
| First Step Financial Llc | Boston | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-07 |
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