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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MA | RA | APPROVED | 2018-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Howland Capital | Boston | MA | 05/2016 | 11/2016 |
| Commonwealth Financial Network | Waltham | MA | 11/2016 | Present |
| Port Wealth Management | Newburyport | MA | 11/2016 | Present |
| Whole Wealth Management | Portsmouth | NH | 08/2024 | 04/2026 |
1. Fixed insurance sales; as of 12/08/2021; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-12 |
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