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5 West Mill Street 5, Medfield, MA 02052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright Medical Technology, Inc. | Memphis | TN | 08/2010 | Present |
| Axa Advisors, Llc | New York | NY | 06/2015 | 02/2020 |
| Citizens Securities Inc. | Belmont | MA | 03/2020 | Present |
1) Referee - High School and Youth Hockey and Lacrosse Games 2) Wright Medial - Sales; orthopedic hardware; 40 hrs/month; Start date: 08/2010. 3) Wellesley Youth Hockey - hockey coach; 5-7 hrs/month from Sept-Nov; Start date: 08/2011. 4) Acushnet Company - golf club fitter; 5 hrs/month; Start date: 02/2017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-01 |
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