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540 Main Street Suite 14, Hyannis, MA 02601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salve Regina University | Newport | RI | 09/2015 | 12/2018 |
| Sail Newport | Newport | RI | 09/2017 | Present |
| Srurgis Boat Works | Yarmouth | MA | 02/2019 | 09/2019 |
| East Coast Realty | Boston | MA | 11/2019 | 02/2021 |
| Cape Cod 5 | Hyannis | MA | 02/2021 | 09/2025 |
| Redfin | Boston | MA | 05/2022 | 05/2023 |
| Beacon Financial Planing, Inc. | Hyannis | MA | 10/2025 | Present |
1) Sail Newport; Not investment-related; 72 Ft Adams Dr, Newport, RI. 02840; Nonprofit public sailing center; Opti Race Coach; Coach sailing to kids between the ages of 8 and 14, every Sunday during the shoulder season (September - October); Approx. 10% of time during the month.
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