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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Westwood | MA | 01/2025 | 03/2026 |
| Citizens Bank | Foxboro | MA | 01/2025 | 03/2026 |
| Citizens | Sharon | MA | 02/2019 | 01/2025 |
| Fifth Third Bank | Nashville | TN | 01/2017 | 02/2019 |
| Bank Of America | Brentwood | TN | 01/2015 | 01/2017 |
| Citizens Securities, Inc. | Foxboro | MA | 03/2026 | 07/2026 |
| Citizens Bank | Foxboro | MA | 03/2026 | 07/2026 |
| Charles Schwab & Co., Inc. | Boston | MA | 07/2026 | Present |
| Self Employment | Holliston | MA | 01/2007 | Present |
| Off The Rails | Worcester | MA | 01/2022 | Present |
| Ipswitch Entertainment | Boston | MA | 06/2026 | Present |
| Schwab Wealth Advisory, Inc. | Boston | MA | 07/2026 | Present |
1) KAMRYN | Investment Related:No||Performing/Fine Arts|Musician|2007-01-01|Less than 20|0|Professional musician contracted with multiple venues for live performance including Off The Rails, Loretta's Last Call etc., 2) Notary | Investment Related:No||Other|Notary Public|2019-08-26|Less than 20|0|Notary Public commission is active until August 26, 2026 at which time this will be inactive moving forward.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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