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75 Park Plaza, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Breckinridge Capital Advisors, Inc. | Boston | MA | 06/2014 | Present |
| Prio Wealth Lp | Boston | MA | 03/2021 | 06/2022 |
| Scholtz And Company, Llc | Stamford | CT | 05/2019 | 03/2021 |
| Colony Grill | Norwalk | CT | 11/2018 | 05/2019 |
| Unemployed | Fairfield | CT | 09/2017 | 05/2018 |
| Serenity Restaurant Group | Gloucester | MA | 05/2017 | 09/2017 |
| Cape Ann Brewing Company | Gloucester | MA | 05/2017 | 11/2018 |
| Unemployed | Manchester By The Sea | MA | 08/2016 | 05/2017 |
Employed as a sous chef for Singing Beach Club, Inc. (the "Club") since May 2016. The business is a private club located in Manchester by the Sea, Massachusetts and is not investment-related. All working hours for the Club (maximum of 5 shifts per year) is completed at their location and outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-07 |
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