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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-04-30 |
| TX | RA | APPROVED_RES | 2019-04-26 |
Branch Locations
1050 Hingham St., 2Nd Floor, Rockland, MA 02370 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 05/1994 | 04/2019 |
| Bank Of America, N.A. | Hingham | MA | 07/2011 | 04/2019 |
| Stratos Wealth Advisors, Llc | Rockland | MA | 04/2019 | Present |
1. 04/26/2019 - Veritas Boston Wealth Management - Inv Related at address of record. Registered Investment Advisor DBA, Investment advisory and financial planning. Managing Partner. 160 hours per month/130 hours per month during securities trading hours. 2. 03/2026 - South Shore Health - Not Investment-Related - Position: Board of Trustees - Start Date: 3/11/2026 - Number of hours devoted per month: 0 - Description: Overall Healthcare, Hospital Care, Pediatric and Adult Care. Job is to be an ambassador for organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-08 |
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