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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-01 |
Branch Locations
51 Sawyer Road Suite 600, Waltham, MA 02453 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boston | MA | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 02/2019 |
| O'BRien Wealth Partners Llc | Boston | MA | 02/2019 | 07/2025 |
| Mercer Global Advisors Inc. | Waltham | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-10 |
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