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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Newton | MA | 05/2021 | 01/2025 |
| J.P. Morgan Securities Llc | Newton | MA | 11/2022 | 01/2025 |
| University Of Dallas | Irving | TX | 08/2016 | 04/2020 |
| Wendys | Franklin | MA | 05/2015 | 01/2019 |
| Century Bank | Chestnut Hill | MA | 05/2020 | 05/2021 |
| Century Bank | Chestnut Hill | MA | 05/2019 | 12/2019 |
| Verderese Financial | Auburn | MA | 01/2025 | 08/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 08/2025 |
| Verderese Financial | Auburn | MA | 08/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-02 |
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