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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-24 |
| MI | RA | APPROVED | 2026-07-09 |
Branch Locations
2538 S. Rochester Road, Rochester Hills, MI 48307 • United States
16637 Fishhawk Boulevard Suite 103, Lithia, FL 33547 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton | Saint Petersburg | FL | 06/2022 | 08/2022 |
| Fiduciary Trust International | Saint Petersburg | FL | 06/2023 | 08/2023 |
| Putnam Investments | Saint Petersburg | FL | 06/2024 | 06/2025 |
| Morgan Stanley | Tampa | FL | 07/2025 | 01/2026 |
| University Of Central Florida | Orlando | FL | 08/2019 | 08/2023 |
| Smoothie King | Brandon | FL | 06/2017 | 06/2018 |
| Fish Hawk Community | Lithia | FL | 06/2018 | 09/2019 |
| Seffner High School | Seffner | FL | 07/2015 | 06/2017 |
| Tampa Yacht And Country Club | Tampa | FL | 10/2023 | 04/2025 |
| Guglielmetti Asset Management | Rochester Hills | MI | 01/2026 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-20 |
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