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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-02 |
Branch Locations
121 Edinburgh South Suite 208, Cary, NC 27511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathfinder Wealth Consulting | Cary | NC | 06/2024 | Present |
| Walk On's Sports Bistreaux | Clemson | SC | 01/2024 | 04/2024 |
| United Bank | Charleston | SC | 06/2023 | 07/2023 |
| Salt & Char | Saratoga Springs | NY | 05/2022 | 08/2022 |
| Prime At Saratoga National Golf Club | Saratoga Springs | NY | 07/2018 | 08/2021 |
| Clemson University | Clemson | SC | 08/2020 | 05/2024 |
| Saratoga Springs High School | Saratoga Springs | NY | 09/2016 | 06/2020 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-23 |
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