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Account
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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-07 |
Branch Locations
10 Forbes Rd Suite #440 West, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Boston | MA | 07/2024 | 03/2025 |
| Darrow Wealth Management | Needham | MA | 10/2022 | 06/2024 |
| Gustazo Cuban Kitchen & Bar | Waltham | MA | 01/2023 | 06/2024 |
| Bentley University Library | Waltham | MA | 02/2021 | 05/2024 |
| Fractional Ciso | Newton | MA | 07/2021 | 09/2022 |
| Bentley University | Waltham | MA | 02/2021 | 05/2022 |
| Brother Bruno's Pizzeria | Chester | NY | 12/2019 | 08/2020 |
| Grappa Ristorante | Warwick | NY | 07/2020 | 08/2020 |
| Bentley University | Waltham | MA | 08/2020 | 12/2020 |
| Warwick Valley Country Club | Warwick | NY | 04/2016 | 10/2018 |
| Ubs Financial Services | Paramus | NJ | 07/2022 | 08/2022 |
| In A Pickle | Waltham | MA | 03/2021 | 05/2022 |
| John S Burke Catholic High Schoo; | Goshen | NY | 08/2015 | 06/2019 |
| Bentley University | Waltham | MA | 08/2019 | 05/2024 |
| Gustazo Cuban Kitchen & Bar | Waltham | MA | 01/2023 | Present |
| Longtide Financial Partners | Braintree | MA | 03/2025 | Present |
1) Gustazo Cuban Kitchen & Bar - Waltham, Restaurant, Waltham MA United States-02453, Bartender, start date-10/8/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-19 |
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