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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-07-14 |
Branch Locations
57 River Street Suite 102, Wellesley Hills, MA 02481-2050 • United States
Georgetown, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Is Good | Newburyport | MA | 10/2019 | 03/2020 |
| Osteria Peppino Pizzeria | Topsfield | MA | 05/2021 | 08/2023 |
| Riverwalk Brewing Company | Newburyport | MA | 05/2023 | 07/2025 |
| Crunch Fitness | South Burlington | VT | 10/2024 | 05/2025 |
| Zero Gravity Brewing | Burlington | VT | 01/2025 | 05/2025 |
| Ubs Financial Services, Inc | Boston | MA | 10/2025 | 07/2026 |
| Georgetown Middle High School | Georgetown | MA | 09/2013 | 06/2021 |
| Athleta | Lynnfield | MA | 12/2022 | 01/2023 |
| Rbc Capital Markets, Llc | Wellesley | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-05 |
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