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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-23 |
Branch Locations
1400 Computer Drive, Suite 201, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keenan Financial | Boston | MA | 10/2025 | 03/2026 |
| Remi Inc | Amherst | MA | 04/2023 | 07/2025 |
| Southwick Associates | Fernandina Beach | FL | 01/2023 | 04/2023 |
| Ymca | Mabrlehead | MA | 07/2021 | 01/2023 |
| St. Johns Preparatory School | Danvers | MA | 06/2016 | 05/2020 |
| University Of Massachusetts Amherst | Amherst | MA | 07/2020 | 05/2025 |
| Kelley Greens Golf Course | Nahant | MA | 07/2022 | 09/2022 |
| Rizzos Roast Beef And Pizza | Salem | MA | 06/2022 | 07/2022 |
| Little Harbor Advisors | Marblehead | MA | 07/2018 | 07/2018 |
| Keenan Financial Insurance Agency Services Llc | Boston | MA | 07/2025 | 03/2026 |
| World Investment Advisors, Llc | Santa Barbara | CA | 04/2026 | Present |
1. Non-Variable Insurance and Annuities; Investment Related; 455 Hutchinson Ave, Suite 860 Columbus, OH 43235; Non-Variable Insurance and Annuities; Insurance Agent; 4/13/26; 160 hours per month; 112 hours during trading hours; Sales and Service of Non-Variable Insurance and Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-23 |
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