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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
Branch Locations
54 Wilton Road 1St Floor, Westport, CT 06880 • United States
99 Derby Street Suite 100, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Charles Private Wealth | Hingham | MA | 12/2025 | 06/2026 |
| University Of Mass Amherst | Amherst | MA | 09/2021 | 05/2025 |
| Phillips Academy | Andover | MA | 09/2018 | 06/2021 |
| Andover Hs | Andover | MA | 09/2017 | 06/2018 |
| Middle School | Andover | MA | 09/2014 | 06/2017 |
| Unemployed | Rockland | MA | 06/2025 | 11/2025 |
| Coastal Bridge Advisors, Llc | Hingham | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-09 |
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