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Halifax, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Danvers | MA | 10/2015 | 07/2019 |
| Catalyst Investment Management Llc | Norwell | MA | 06/2019 | 02/2025 |
| Ksq Financial Services Llc | Halifax | MA | 09/2024 | Present |
| Lpl Financial, Llc | Danvers | MA | 09/2016 | 07/2019 |
| Instacart | Halifax | MA | 02/2025 | Present |
Instacart; Not Investment Related; Halifax, MA; Shopper; Started 02/2025; Approximately 8 hours spent per month on this activity and no time spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-11 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-03 |
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