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131 Dartmouth Street 3Rd Floor, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-26 |
| RI | RA | APPROVED | 2026-08-26 |
| MA | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED_RES | 2025-10-01 |
Branch Locations
131 Dartmouth Street 3Rd Floor, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc | Boston | MA | 10/2014 | 03/2017 |
| Massmutual Life Insurance Co | Boston | MA | 07/2016 | 08/2021 |
| Mml Investors Services, Llc | Boston | MA | 03/2017 | 08/2021 |
| Newedge Securities Llc | Pittsburgh | PA | 08/2021 | 09/2025 |
| Newedge Advisors | Boston | MA | 08/2021 | 09/2025 |
| Baystate Financial | Boston | MA | 10/2014 | 08/2021 |
| Marathon Financial Group | Boston | MA | 09/2025 | Present |
1. NAME: 11 SALCOMBE STREET LLC; INV REL: Y; ADDR: AT RESIDENTIAL ADDR; NATURE: SIMPLE RENTAL PROPERTY; POSITION: MANAGER/OWNER; START: 01/01/2017; NO HRS: 5; NO HRS DUR TRADING: 0. 2. NAME: 15-17 SALCOMBE STREET LLC; INV REL: Y; ADDR: AT RESIDENTIAL ADDR; NATURE: SIMPLE RENTAL PROPERTY; POSITION: MANAGER/OWNER START: 12/01/2017; NO HRS: 5; NO HRS DUR TRADING: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-08 |
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