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446 Main Street, Worcester, MA 01608-2421 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-29 |
| MA | RA | APPROVED | 2025-08-19 |
| FL | RA | APPROVED | 2025-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Worcester Housing Authority | Worcester | MA | 11/2018 | 01/2020 |
| Boys & Girls Club Of Worcester | Worcester | MA | 05/2020 | 08/2021 |
| Worcester Advisors | Worcester | MA | 05/2022 | 08/2022 |
| Northwestern Mutual | Wellesley | MA | 01/2023 | 08/2023 |
| Clark University | Worcester | MA | 01/2025 | 05/2025 |
| Saint John's High School | Shrewsbury | MA | 08/2016 | 04/2020 |
| Wheaton College | Norton | MA | 08/2021 | 04/2022 |
| Wheaton College | Norton | MA | 08/2022 | 01/2023 |
| Wheaton College | Norton | MA | 08/2023 | 04/2024 |
| Clark University | Worcester | MA | 05/2024 | 01/2025 |
| Worcester Advisors | Worcester | MA | 07/2024 | Present |
| Small Business Development Center | Worcester | MA | 08/2025 | Present |
Consultant for small businesses with the Small Business Development Center in Worcester, MA. In my role I assist small business owners organize and assemble the financial statements for their businesses. My role is not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-24 |
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