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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-22 |
Branch Locations
77 Franklin Street Suite 501, Boston, MA 02110 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consultant | Brookline | MA | 07/2015 | 10/2016 |
| Lincoln Financial Securities Corporation | Boston | MA | 10/2016 | 01/2025 |
| The Kaleel Company, Inc | Boston | MA | 10/2016 | Present |
| Kaleel Investment Advisors, Llc | Boston | MA | 12/2017 | 05/2026 |
| Osaic Wealth, Inc. | Boston | MA | 01/2025 | 05/2026 |
| Farther | Boston | MA | 05/2026 | Present |
Independent Insurance Agent; not investment-related; started 2024; approximately 5 hours per month, 5 hours during securities trading hours; ST. TIMOTHY'S SCHOOL; POSITION: Committee Member NATURE: Non-Profit entity. Endowment for a secondary private school INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012; ADDRESS: Roslindale MA 02131, United States; DESCRIPTION: overseeing a small endowment using mutual funds and/or ETFs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-22 |
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