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100 Great Meadow Road Suite 502, Wethersfield, CT 06109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-15 |
| CT | RA | APPROVED | 2023-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keenan Financial | Boston | MA | 06/2023 | 09/2023 |
| Bentley University | Waltham | MA | 06/2019 | 05/2023 |
| The Bulfinch Group | Needham | MA | 06/2022 | 08/2022 |
| Avon Old Farms School | Avon | CT | 09/2015 | 06/2019 |
| Jb Capital, Llc | Needham | MA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
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