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4722 Main Street, Lisle, IL 60532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-18 |
| CA | RA | APPROVED | 2025-06-04 |
Branch Locations
53 Langley Rd, Newton Centre, MA 02459 • United States
4722 Main Street, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | South Waltham | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | South Waltham | MA | 11/2016 | 07/2018 |
| Revere Securities Llc | New York | NY | 07/2018 | 07/2024 |
| American Trust Investment Services, Inc. | San Clemente | CA | 07/2024 | Present |
1. AUTHOR; "HAVE YOU DRAGGED A DRAGON"; WALTHAM, MA; STARTED 2/2016; APPROX 6 HOURS PER MONTH; MAY OCCUR DURING MARKET HOURS; NOT INVESTMENT RELATED 2. STRATEGIC CONSULTANT/ADVISORY BOARD ; D2 CONSULTING; CHESTERFIELD MO/WALTHAM, MA; STARTED 01/2021; APPROX 4 HRS/MO; DOES NOT OCCUR DURING MARKET HOURS; NOT INVESTMENT RELATED 3. ADVISORY BOARD MEMBER; DYNOCARDIA, INC; CAMBRIDGE, MA STARTED 1/2022; 5-7HRS/MO; DOES NOT OCCUR DURING MARKET HOURS; NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1980-09-24 |
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