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122 R Washington St, Marblehead, MA 01945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-15 |
| MA | RA | APPROVED | 2022-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tqm Wealth Partners, Llc | Marblehead | MA | 06/2017 | Present |
| Boston Childrens Hospital | Boston | MA | 07/2013 | 06/2017 |
| Salem State University | Salem | MA | 05/2012 | 12/2017 |
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