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One Liberty Square Suite 500, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
Branch Locations
One Liberty Square Suite 500, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teriyaki Madness | Burlington | MA | 04/2022 | 08/2024 |
| Cambridge Savings Bank | Waltham | MA | 05/2024 | 07/2024 |
| Annie's Hallmark | Londonderry | NH | 10/2019 | 03/2021 |
| Student | Derry | NH | 08/2014 | 05/2025 |
| Financial Planning Solutions Llc | Newton | MA | 10/2024 | 04/2025 |
| Crestwood Advisors | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-13 |
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