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Somerset, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-23 |
| MA | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Publicis Sapient | Boston | MA | 07/2015 | 08/2025 |
| Valtech | Somerset | MA | 08/2025 | 03/2026 |
| Jmd Financial Planning Inc. | Somerset | MA | 01/2026 | Present |
| Jmd Financial Planning Inc. | Somerset | MA | 02/2026 | Present |
| Valtech | Somerset | MA | 03/2026 | Present |
VALTECH; NON-INVESTMENT RELATED; 08/2025; SOMERSET, MA; Consutlatn; SELLING IT CONSULTING SERVICES, ; 20% OF TIME SPENT ON ACTIVITY INCLUDING DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-16 |
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