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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-18 |
Branch Locations
35 Braintree Hill Office Park Suite 400, Braintree, MA 02184 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-11-02 |
Branch Locations
35 Braintree Hill Office Park Suite 400 & 405, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Boston | MA | 02/2016 | 08/2019 |
| Td Private Client Wealth Llc | Boston | MA | 02/2016 | 08/2019 |
| Lincoln Investment | Fort Washington | PA | 11/2020 | Present |
| No Employment | Wrentham | MA | 08/2019 | 11/2020 |
| Capital Analysts | Fort Washington | PA | 06/2024 | Present |
| Lincoln Investment | Fort Washington | PA | 06/2024 | Present |
CAPITAL ANALYSTS OF NEW ENGLAND POSITION: Senior Director of Investments NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/02/2020 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184, United States DESCRIPTION: Investment Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-23 |
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