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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-25 |
Branch Locations
80 Blanchard Road, Suite 201, Burlington, MA 01803 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Burlington | MA | 04/2010 | 04/2021 |
| Shepherd Financial Partners, Llc | Winchester | MA | 08/2015 | 09/2019 |
| Affinia Financial Group, Llc | Burlington | MA | 07/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | Present |
| Sequoia Financial Group | Akron | OH | 09/2023 | Present |
Affinia Financial Group - Investment Related - 80 Blanchard Rd Ste 201 Burlington MA 01803 - RIA - Wealth Advisor - 10/2019 - 160hrs/mos. 160 trading hrs. - Wealth and Financial Planning. || Citizen Advisory Board DDS - Not investment related - State agency - Volunteer - 05/2014 - 2rs/mos, 0 trading hrs. Volunteer Notary; Not Investment Related; 80 Blanchard Road, Burlington, MA 01803; 10/1/2017; .5 hours/mo; .5 hours during trading; notarize forms for clients. Department of Developmental Services; Not Investment Related; 1000 Washington Street, Boston MA 02118; State Agency - Serving Disability Community; Chair Person; 10/04/2022; 2-4 hrs/mo; 2 hrs during trading; Facilitate monthly State Advisory Counsel meeting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-01 |
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