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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-11-05 |
| TX | RA | APPROVED | 2024-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Lexington | MA | 08/2016 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lexington | MA | 08/2016 | 02/2019 |
| Unemployed | Woburn | MA | 03/2019 | 10/2019 |
| Chicken Squadron Llc | Woburn | MA | 11/2019 | 01/2021 |
| Unemployed | Woburn | MA | 02/2021 | 04/2023 |
| Symmetry Financial Group | Nashua | NH | 05/2023 | 05/2024 |
| Unemployed | Nashua | NH | 06/2024 | 09/2024 |
| Edelman Financial Engines | Santa Clara | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-18 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-21 |
| S66 | Uniform Combined State Law Examination | 2014-11-20 |
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