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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-03 |
| NV | RA | APPROVED | 2025-02-11 |
| WA | RA | APPROVED | 2024-08-13 |
| DC | RA | APPROVED | 2023-12-15 |
| VT | RA | APPROVED | 2023-08-24 |
| WV | RA | APPROVED | 2023-08-24 |
| SC | RA | APPROVED | 2023-08-15 |
| IL | RA | APPROVED | 2022-11-02 |
| GA | RA | APPROVED | 2022-10-03 |
| AZ | RA | APPROVED | 2022-08-30 |
| OH | RA | APPROVED | 2022-07-20 |
| AL | RA | APPROVED | 2022-07-19 |
| PA | RA | APPROVED | 2022-03-30 |
| CA | RA | APPROVED | 2022-02-23 |
| CT | RA | APPROVED | 2022-02-23 |
| FL | RA | APPROVED | 2022-02-23 |
| MD | RA | APPROVED | 2022-02-23 |
| NC | RA | APPROVED | 2022-02-23 |
| TX | RA | APPROVED | 2022-02-23 |
| NJ | RA | APPROVED | 2022-02-03 |
| IN | RA | APPROVED | 2022-02-01 |
| KY | RA | APPROVED | 2022-02-01 |
| ME | RA | APPROVED | 2022-02-01 |
| MA | RA | APPROVED | 2022-02-01 |
| MI | RA | APPROVED | 2022-02-01 |
| NH | RA | APPROVED | 2022-02-01 |
| NY | RA | APPROVED | 2022-02-01 |
| RI | RA | APPROVED | 2022-02-01 |
| VA | RA | APPROVED | 2022-02-01 |
Branch Locations
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillips Exeter Academy | Exeter | NH | 06/2016 | 09/2016 |
| Connecticut College | New London | CT | 07/2016 | 05/2020 |
| Primerica Financial Services | Tewksbury | MA | 05/2017 | 08/2019 |
| Les Cometes De Meudon | Paris | 05/2020 | 10/2020 | |
| Sentinel Benefits & Financial Group | Wakefield | MA | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-19 |
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