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Duxbury, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-07 |
| MA | RA | APPROVED | 2020-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Company, Inc. | Smithfield | RI | 05/2016 | 01/2017 |
| Independent Insurance Agent | Dedham | MA | 07/2018 | 10/2020 |
| Unemployed | Dedham | MA | 01/2017 | 07/2018 |
| Park Avenue Securities | Needham | MA | 07/2018 | 01/2020 |
| Heritage Investors | Knoxville | TN | 01/2020 | 10/2020 |
| Park Avenue Securities | Needham | MA | 12/2018 | 01/2020 |
| Impact Advisors Group Llc | Duxbury | MA | 11/2020 | Present |
1. Steward Air Charter I am the sole owner of Steward Air Charter an on-demand FAA certified single pilot, single plane air charter using a Cirrus 4-seat SR22 aircraft. Start: 01/08/2017 Address: 6 Marion Street Dedham, MA 02026 4 bus hrs per month Not investment related >10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-24 |
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