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24 School Street 2Nd Floor, Boston, MA 02108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-02 |
Branch Locations
24 School Street 2Nd Floor, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rivermax Financial Llc | Cohasset | MA | 01/2023 | 04/2024 |
| Bu Financial Planning Program And Kaplan Review | Boston | MA | 02/2021 | 12/2022 |
| Movie Skits Inc. | Cohasset | MA | 04/2016 | 01/2021 |
| Picnicarea.cOm Inc. | Cohasset | MA | 01/2016 | 01/2021 |
| Semi-Retired | Cohasset | MA | 05/2024 | 12/2025 |
| Rivermax Financial Planning Llc | Cohasset | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-31 |
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