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37 Derby Street Suite 5, Hingham, MA 02043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-09 |
| VT | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Boston | MA | 04/2016 | 09/2023 |
| First Republic Investment Management, Inc. | Boston | MA | 12/2015 | 09/2023 |
| J.P. Morgan Securities Llc | Boston | MA | 09/2023 | 05/2024 |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 10/2023 | 05/2024 |
| Citizens Securities, Inc. | Boston | MA | 05/2024 | 06/2025 |
| Clarfeld | Boston | MA | 05/2024 | 06/2025 |
| Sandy Cove Advisors, Llc | Hingham | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-16 |
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