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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-29 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
203 Crescent Street, Suite 404, Waltham, MA 02453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors, Inc. | Boston | MA | 06/2023 | 01/2024 |
| Regal Cinemas | Marlborough | MA | 05/2017 | 08/2017 |
| Shaw's Supermarkets | Hudson | MA | 08/2017 | 04/2020 |
| Amazon | Milford | MA | 05/2020 | 11/2020 |
| Digital Federal Credit Union | Marlborough | MA | 05/2021 | 01/2022 |
| Doordash | Hudson | MA | 12/2020 | 01/2021 |
| Salem Five Invesment Services | Salem | MA | 05/2022 | 08/2022 |
| Quinnipiac University | Hamden | CT | 09/2022 | 05/2023 |
| Student | Hudson | MA | 06/2013 | 04/2017 |
| Student | Hudson | MA | 02/2021 | 04/2021 |
| Unemployed | Hudson | MA | 02/2022 | 04/2022 |
| Columbia Threadneedle Investments | Boston | MA | 06/2023 | 01/2024 |
| Sensible Financial Planning And Management, Llc | Waltham | MA | 01/2024 | 09/2025 |
| Beacon Pointe Advisors, Llc | Waltham | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-11 |
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