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2 Dundee Park Drive Suite 303-B, Andover, MA 01810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-09 |
| NH | RA | APPROVED | 2021-11-17 |
| MA | RA | APPROVED | 2020-06-09 |
Branch Locations
2 Dundee Park Drive Suite 303-B, Andover, MA 01810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freelance Voiceover | Andover | MA | 01/2002 | 01/2020 |
| New England Financial Planning Group | Burlington | MA | 02/2014 | 05/2020 |
| Raymond James Financial Services, Inc | Burlington | MA | 12/2017 | 05/2020 |
| Launch Financial Planning, Llc | Andover | MA | 05/2020 | Present |
1)Name of Business : Financial Planning Association of MA Address: Andover, MA Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Director Investment Related: No Start Date: 06/01/2013 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: Member of the Board, President-Elect, Plan and direct strategy, outreach to various media outlets. Host short, educational videos for The Financial Planning Association of Massachusetts. 2) Name of Business : New England Financial Planning Group - Address: Burlington, MA - Nature of the Business: Independent RIA - Position/Title: Employee - Investment Related: Yes - Start Date: 02/24/2014 - Hours per month devoted to this business: 200 - Hours per month devoted to this business during trading hours: 200 - Description of duties: Account management Management of portfolio systems and processes Client support resource Member of the firm's portfolio team 3) PFE Advisors Inc, Retirement Planning Consultant/Education 1 hour per week, 1 hour during trading time, 07/2015. 4) Name of Business : NA Address: Andover, MA Nature of the Business: TV Host/Voiceover Position/Title: Other (paid) Investment Related:No Start Date: 01/01/1998 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0 Description of duties: Freelance TV Host (Entertainment) and Voiceover Artist (TV/Radio Commercials)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-30 |
| S65 | Uniform Investment Adviser Law Examination | 2013-12-18 |
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