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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-13 |
Branch Locations
1800 West Park Dr Ste 150, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2022 | 10/2023 |
| Meristem Family Wealth | Minnetonka | MN | 06/2021 | 08/2021 |
| Unemployed | Boston | MA | 10/2023 | 11/2024 |
| Babson College | Wellesley | MA | 05/2018 | 09/2023 |
| Community School Of Naples | Naples | MA | 01/2014 | 05/2018 |
| Ccr Wealth Management | Westborough | MA | 11/2024 | Present |
| Cetera Advisors Llc | St. Cloud | MN | 12/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
1. NAME OF OTHER BUSINESS: CCR WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICES ASSOCIATE BRIEF DESCRIPTION OF DUTIES: AIDING ADVISORS AND SUPPORT STAFF REGARDING CLIENT NEEDS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
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