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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-28 |
| FL | RA | APPROVED | 2025-05-13 |
| CA | RA | APPROVED | 2025-01-07 |
| ME | RA | APPROVED | 2025-01-07 |
| NJ | RA | APPROVED | 2025-01-07 |
| NC | RA | APPROVED | 2025-01-07 |
| RI | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2025-01-07 |
| UT | RA | APPROVED | 2025-01-07 |
Branch Locations
222 Rosewood Dr. Suite 520, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oil Combinations Inc. | Marblehead | MA | 09/1987 | Present |
| Janney Montgomery Scott Llc | Boston | MA | 04/2011 | 01/2025 |
| R.W. Baird | Danvers | MA | 01/2025 | Present |
1) OIL COMPBINATIONS, INC. 70 WALNUT STREET WELLESLEY HILLS, MA 02181/OIL TRADING SERVICES/DIRECTOR/4 HOURS PER MONTH/NOT DURING SECURITIES TRADING BUSINESS HOURS. 2) Renting second home through an agent; 652 Rossie Hill Drive, Park City, UT 84060; start date 6/21/2018; I am the owner of the property; 0hr/month; 0hr/day; Not investment-related 3. Energy Connections Technologies LLC, Midland, TX. Transportation and technology services to the oil and gas industry. Board member/shareholder (08/2023) - Consult on business strategy, sales, customer relations. Compensated, not investment related, 2 hours/month. Name/Address: Heber City Rental Property 2042 W. Pinnacle Ln. Heber City UT 84032 Start Date: 12/28/24 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Rental Property Owner Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-18 |
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