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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| MA | RA | APPROVED | 2024-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantor Fitzgerald & Co | Plymouth | MA | 01/2016 | 05/2018 |
| Adp Broker Dealer Inc. | Marlborough | MA | 02/2020 | 01/2021 |
| Adp Llc | Marlborough | MA | 01/2020 | 01/2021 |
| Unemployed | Plymouth | MA | 05/2018 | 11/2018 |
| Marrs Group | Boston | MA | 12/2018 | 12/2019 |
| Massmutual Life Insurance Company | Boston | MA | 12/2021 | 03/2023 |
| Mml Investors Services, Llc | Hingham | MA | 10/2022 | 03/2023 |
| Unemployed | Plymouth | MA | 02/2021 | 12/2021 |
| Commonwealth Financial Network | Waltham | MA | 11/2023 | 07/2024 |
| Unemployed | Plymouth | MA | 03/2023 | 10/2023 |
| Liquid Capital, Inc. | Norwell | MA | 11/2023 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Liquid Capital, Inc. | Norwell | MA | 07/2024 | Present |
Fixed insurance sales; Located at 46 Accord Park Drive, Norwell, MA 02061, as of 10/04/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-24 |
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