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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-18 |
Branch Locations
One Federal Street 19Th Floor, Boston, MA 02110 • United States
One Federal Street 19Th Floor, Boston, MA 02110 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moors & Cabot Inc | Boston | MA | 05/2026 | Present |
| Securities America Inc | Charlestown | MA | 08/2013 | 12/2022 |
| Securities America Advisors, Inc. | Charlestown | MA | 11/2013 | 02/2022 |
| The Patriot Financial Group | Charlestown | MA | 09/2019 | 05/2026 |
| Childs Financial Services | Charlestown | MA | 10/2014 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2022 | 05/2026 |
1.CHARLESTOWN YOUTH HOCKEY, NOT INVESTMENT RELATED, PO BOX 712, CHARLESTOWN, MA 02129, BOARD OF DIRECTORS, LIAISON BETWEEN CHARLESTOWN YOUTH HOCKEY AND THE VALLEY LEAGUE, 5H/WEEK, SINCE 10/2022 2.DANA FARBER PRO BONO, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, VOLUNTEER TIME TO HELP CANCER PATIENTS IN NEED OF FINANCIAL COUNSELING, 1H/WEEK, SINCE 05/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-14 |
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