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Charlestown, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-04 |
| VT | RA | APPROVED | 2024-01-18 |
| MA | RA | APPROVED | 2020-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Threadneedle Investments | Boston | MA | 11/2013 | 01/2017 |
| Blackrock Inc | Boston | MA | 01/2017 | 10/2017 |
| Columbia Threadneedle Investments | Boston | MA | 02/2018 | 03/2019 |
| Meritage Financial Strategies | Glastonbury | CT | 03/2019 | 02/2020 |
| Vista Way Advisors | Charlestown | MA | 04/2020 | Present |
| Unemployed | Boston | MA | 11/2017 | 01/2018 |
| Payden & Rygel | Los Angeles | CA | 09/2022 | 06/2023 |
(1) Bluefin Development LLC; non investment-related; 42 Austin St, Charlestown MA; Member of LLC; A passive investment in a plumbing business; start date 01/2025; less than 1hr/month, less than 1hr/month during securities trading hours (2) Mente Medical; non investment-related; 5142 N Academy Blvd PMB 3063 Colorado Springs, CO 80918; Fractional Strategy/ Growth Consulting; start date 04/2026; less than 5hr/month; less than 2hr/wk during securities trading hours; Assisting the business with developing a go to market strategy, helping operationalize and commercialize their technologies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-11 |
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