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54 Wilton Road 1St Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
Branch Locations
54 Wilton Road 1St Floor, Westport, CT 06880 • United States
99 Derby Street Suite 100, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Charles Private Wealth | Hingham | MA | 10/2025 | 06/2026 |
| Loomis Sayles | Boston | MA | 09/2024 | 10/2025 |
| 1230 Ocean Bistro | Narragansett | RI | 06/2022 | 08/2024 |
| Rise Private Wealth Management | Portsmith | NH | 02/2023 | 08/2023 |
| Jim's Dock | Narragansett | RI | 06/2017 | 08/2021 |
| University Of New Hampshire | Durham | NH | 09/2020 | 05/2024 |
| High School | Wakefield | RI | 09/2016 | 06/2020 |
| Coastal Bridge Advisors, Llc | Hingham | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-31 |
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