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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centinel Financial Group, Llc | Needham | MA | 10/2021 | Present |
| Estate Capital Management | Rockland | MA | 09/2020 | 07/2021 |
| Rise North Capital | Braintree | MA | 06/2020 | 09/2020 |
| South Shore Bank | Weymouth | MA | 05/2018 | 08/2020 |
| Westfield State University | Westfield | MA | 09/2016 | 05/2020 |
| Osaic | Marshfield | MA | 10/2021 | Present |
1. LAURIE COLLINS IRREVOCABLE TRUST POSITION: Trustee NATURE: N/A - Trust set up for Mother INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2025 ADDRESS: 406 Highland Street, Marshfield MA 02050, United States DESCRIPTION: Responsible for Trust Funds 2. CENTINEL FINANCIAL GROUP POSITION: Client Service Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/19/2021 ADDRESS: 160 Gould St Suite 212, Needham Heights MA 02494, United States DESCRIPTION: Provides assistants to advisors in the daily operation of their practice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-28 |
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