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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-30 |
| NH | RA | APPROVED | 2023-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sau47 - Jaffrey Rindge Cooperative School District | Jaffrey | NH | 09/2011 | 08/2019 |
| Endicott College | Beverly | MA | 08/2019 | 12/2022 |
| Kpmg | Boston | MA | 01/2021 | 03/2021 |
| Guardian Life Insurance Company | Needham Heights | MA | 08/2022 | 03/2023 |
| Park Avenue Securities Llc | Needham Heights | MA | 10/2022 | 03/2023 |
| Founders Financial Securities Llc | Towson | MD | 06/2023 | Present |
1.Kessler Investments; Investment Related; 2070 Main Street, Athol, MA 01331; Start Date: 3/26/24; Investment Advisor/ Insurance Agent/ Director of Planning; Financial Planning/ Sale of Life, LTC and Disability Insurance; 160 Hrs. per month; 160 Hrs. during trading; 2. North Quabbin Chamber of Commerce, Athol, MA; Non-Investment Related; Board Member; Start Date: 4/2025; Ambassador for Local Businesses; 3 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
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