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9 Pond Lane Suite 3A, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
| MA | RA | APPROVED | 2025-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 02/2022 | 03/2025 |
| Steer Partners | Boston | MA | 11/2021 | 12/2021 |
| Steer Partners | Boston | MA | 08/2020 | 12/2020 |
| Yell-O-Glow Corporation | Chelsea | MA | 09/2015 | Present |
| Liberty Mutual | Boston | MA | 07/2019 | 12/2019 |
| Northeastern University | Boston | MA | 09/2017 | 07/2021 |
| Ipswich High School | Ipswich | MA | 06/2013 | 06/2017 |
| Twelve Points Wealth Management | Concord | MA | 03/2025 | Present |
Name: Yell-O-Glow Corporation- Wholesale Distributor Not Investment related Address: Chelsea, MA Nature: Wholesale distributor for restaurants and grocery stores Position: Warehouse Associate Title, or relationship: Warehouse Associate Start date: 09/2015 Approximate number of hours: 4 hours per month on average Number of hours during securities trading: 0 Briefly describe your duties relating to the other business: Picked Customer Produce Orders, Merchandize retail storefront, Perform quality control on outgoing shipments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-14 |
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