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25 Braintree Hill Office Park Suite 303, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-03-19 |
Branch Locations
25 Braintree Hill Office Park Suite 303, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 11/2015 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 03/2020 |
| Securities America Inc | Braintree | MA | 03/2020 | 06/2024 |
| Marino Stram & Associates | Braintree | MA | 03/2020 | Present |
| Osaic Wealth, Inc. | Braintree | MA | 06/2024 | 05/2025 |
1) INDEPENDENT INSURANCE AGENT; NOT INVESTMENT RELATED; SAME ADDRESS AS ABOVE; INSURANCE AGENT; INSURANCE PRODUCT SALES; LESS THAN 10% OF TIME PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-22 |
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