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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-15 |
| MA | RA | APPROVED | 2023-11-03 |
Branch Locations
285 Billerica Rd Suite 105, Chelmsford, MA 01824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athena Capital Advisors | Lincoln | MA | 07/2015 | 01/2019 |
| Unemployed | Westford | MA | 01/2019 | 06/2020 |
| Northwestern Mutual | Boston | MA | 06/2020 | 10/2022 |
| Baystate Financial | Boston | MA | 10/2022 | 10/2023 |
| Massmutual | Boston | MA | 09/2022 | 10/2023 |
| Edward Jones | St Louis | MO | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-24 |
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