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Marblehead, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Park Inc. | Boston | MA | 01/2014 | 03/2018 |
| Bny Mellon Investment Management | Boston | MA | 04/2018 | 06/2020 |
| Smartstreet Investments Llc | Marblehead | MA | 10/2021 | Present |
| Unemployed | Marblehead | MA | 07/2020 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-12 |
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