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30 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
30 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States
140 Wood Road Suite 400E, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-24 |
| MA | RA | APPROVED | 2022-01-11 |
Branch Locations
140 Wood Road Suite 400E, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2015 | 08/2021 |
| Dreamfield Planning Group, Llc | Milton | MA | 09/2021 | Present |
| Origin Financial | San Francisco | CA | 02/2022 | 08/2022 |
| Teach Me Info, Llc | Milton | MA | 03/2025 | 06/2026 |
| Napier Financial | Braintree | MA | 06/2026 | Present |
Dreamfield Planning Group: Investment-related start date 09/2021 Principal/CCO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 2013-02-25 |
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