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Scituate, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Company | Boston | MA | 12/2005 | 01/2020 |
| 3Step Sports Llc | Woburn | MA | 07/2025 | Present |
| Targeted Equity Consulting Group | Scituate | MA | 02/2026 | Present |
| Targeted Equity Consulting Group | Scituate | MA | 11/2020 | Present |
| Retired | Scituate | MA | 02/2020 | 10/2020 |
-paid coach for 3Step Sports LLC and the town of Scituate. The Scituate coaching job is seasonal. approximately eight hours a week coaching for 3Step Sports LLC. -owner of Targeted Equity Consulting Group: Targeted Equity Consulting Group also provides administrative services which may include, but are not limited to: AI technology, research notes, and innovation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-22 |
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