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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Papa Gino's | Attleboro | MA | 04/2014 | 09/2016 |
| Kirkbrae Country Club | Lincoln | RI | 03/2017 | 11/2017 |
| Cold Chain Technologies | Franklin | MA | 07/2017 | 08/2017 |
| Stonehill College | Easton | MA | 09/2016 | 05/2020 |
| Wealth Impact Partners (Now Called Trove Private Wealth) | Needham | MA | 06/2018 | 08/2018 |
| Rent Sons | Newport | RI | 05/2019 | 06/2020 |
| Rent Sons | Newport | RI | 06/2020 | 03/2021 |
| Wis International | All Over | MA | 11/2021 | 12/2023 |
| Trove Private Wealth | Plainville | MA | 01/2022 | 03/2024 |
| Unemployed | Attleboro | MA | 03/2021 | 11/2021 |
| Trove Private Wealth | Plainville | MA | 03/2024 | Present |
1) Trove Private Wealth; 72 Taunton St, Plainville, MA 02762; Planning Advisor; I primarily assist the Lead Advisors with data gathering/input and plan preparation; YES Investment Related; Start Date 1/17/2022; Approximately 40+ hrs. per month; bi-weekly salary.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-12 |
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