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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| MA | RA | APPROVED | 2023-04-19 |
Branch Locations
1400 Computer Drive Ste 105, Westborough, MA 01581 • United States
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Michael College | Colchester | VT | 05/2015 | 06/2019 |
| Reliance Standard | Boston | MA | 07/2019 | 09/2020 |
| Reliance Standard | Greenwood Village | CO | 09/2020 | 03/2022 |
| Winthrop Wealth | Denver | CO | 03/2022 | 04/2023 |
| Lpl Financial Llc | Denver | CO | 03/2022 | 12/2024 |
| Winthrop Wealth | Denver | CO | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-04 |
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