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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-24 |
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 |
|---|---|---|---|---|
| Framingham State University | Framingham | MA | 09/2012 | 05/2019 |
| Wells Fargo Advisors Llc | St Louis | MO | 05/2016 | 02/2017 |
| Boston West Advisors, Llc | Concord | MA | 01/2018 | 07/2021 |
| Homebridge Financial | Braintree | MA | 03/2018 | 07/2018 |
| Crosscountry Mortgage | Wilmington | MA | 08/2018 | 02/2019 |
| Bank Of America | Brookline | MA | 04/2019 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waltham | MA | 10/2022 | 09/2023 |
| Fitchburg State University | Concord | MA | 06/2019 | 05/2020 |
| Real Estate | Concord | MA | 06/2018 | 10/2022 |
| Bank Of America N.A. | Waltham | MA | 10/2022 | 09/2023 |
| Citizens Securities Inc., | Westwood | MA | 03/2024 | 08/2024 |
| Edward Jones | St Louis | MO | 09/2024 | Present |
| Self Employed | Concord | MA | 10/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
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