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1400 Computer Drive, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Finivi Inc. | Westborough | MA | 05/2026 | Present |
| Finivi Inc. | Westborough | MA | 05/2026 | Present |
| Keenan Financial | Boston | MA | 02/2026 | 03/2026 |
| The Quiet Zone | Bantam | CT | 10/2024 | 10/2025 |
| Newport Harbor Island Resort | Newport | RI | 01/2023 | 08/2024 |
| Litchfield Country Club | Litchfield | CT | 06/2019 | 08/2020 |
| Litchfield High School | Litchfield | CT | 06/2018 | 04/2019 |
| Studying | Litchfield | CT | 10/2025 | 02/2026 |
| Litchfield High School | Litchfield | CT | 05/2016 | 04/2020 |
| Salve Regina University | Newport | RI | 09/2020 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
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