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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-03 |
| MA | RA | APPROVED | 2017-10-11 |
Branch Locations
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winthrop Advisory Group, Llc | Boston | MA | 05/2017 | Present |
| Lpl Financial, Llc | Boston | MA | 05/2013 | 12/2024 |
emPower Advisor - At Reported Business Location(s)- Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date: 09/01/2017 - 30 Hours Per Month/1 Hour During Securities Trading. Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Start Date: 08/26/2019 - 10 Hours Per Month/1 Hour During Securities Trading. 11/26/2019 - DCFAF CF, LLC - Not Investment Related - Location/Address: N/A - Business Entity For Tax/Investment Purposes Only - 0 Hours Per Month. 11/5/2020 - Cirque Holdings LLC - Investment Related - 41 Winchester Street Boston, MA 02116 - Business Entity For Tax/Investment Purposes Only - Owner - Start Date: 10/29/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 08/05/2024 - CW CO-INVEST, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Start Date 09/13/2019 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-23 |
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