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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-09 |
Branch Locations
22 West Street, Suite 24, Millbury, MA 01527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Holden | MA | 10/2025 | 04/2026 |
| Eg America | Westborough | MA | 07/2025 | 09/2025 |
| Evolution Baseball Llc | Shrewsbury | MA | 11/2023 | Present |
| Noreasters Baseball Llc | Tewksbury | MA | 11/2019 | 08/2024 |
| Leominster Highschool | Leominster | MA | 08/2017 | 06/2021 |
| Worcester State University | Worcester | MA | 08/2021 | 05/2025 |
| Mcdonalds | Leominster | MA | 10/2018 | 02/2019 |
| Sky View Middle School | Leominster | MA | 01/2016 | 12/2018 |
| Cetera Advisors Llc | St Cloud | MN | 04/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2025 APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: BLACKSTONE FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SECURITIES, INSURANCE AND ANNUITIES; 3. NAME OF OTHER BUSINESS: EVOLUTION BASEBALL LLC INVESTMENT RELATED: NO ADDRESS: SHREWSBURY, MA 01545 NATURE OF BUSINESS: TRAVEL BASEBALL PROGRAM START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: BASEBALL COACH APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: BASEBALL COACH;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-20 |
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