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50 Dunham Ridge, Suite 3100, Beverly, MA 01915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-26 |
Branch Locations
50 Dunham Ridge, Suite 3100, Beverly, MA 01915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Boston | MA | 05/2010 | 09/2016 |
| Raymond James & Associates, Inc. | Boston | MA | 09/2016 | 04/2025 |
| Park State Asset Management, Llc | Boston | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 2000-10-18 |
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