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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-28 |
Branch Locations
One Federal Street 19Th Floor, Boston, MA 02110 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Browne And Nichols School | Cambridge | MA | 09/2012 | 06/2018 |
| University Of Massachusetts Amherst | Amherst | MA | 07/2018 | 05/2022 |
| Keenan Financial | Boston | MA | 09/2022 | 07/2026 |
| Keenan Financial Insurance Agency Services Llc | Boston | MA | 07/2022 | 07/2026 |
| Moors Cabot Inc | Boston | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
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