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40 S. Main St. Suite 1600, Memphis, TN 38103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-05-22 |
| MA | RA | APPROVED | 2023-01-20 |
Branch Locations
155 Federal Street Suite 602, Boston, MA 02110 • United States
Falmouth, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taxbridge Financial Group, Inc. | Cambridge | MA | 01/2006 | Present |
| H&R Block | Cambridge | MA | 01/2006 | Present |
| B. Riley Wealth Advisors, Inc. | Boston | MA | 12/2022 | Present |
1) H&R Block; Non investment related; 678 Mass Ave. Cambridge MA 02139; Tax return preparation; Tax advisor; Start date 1/2006; Seasonal 20 hrs/week devoted 3/1- 4/15 during securities trading hrs; Master tax advisor and Enrolled Agent; tax return preparation for individuals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-27 |
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