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25 Braintree Hill Office Park Suite 303, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-09-22 |
Branch Locations
25 Braintree Hill Park #303, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Braintree | MA | 08/2016 | 06/2024 |
| Msa Financial | Braintree | ME | 07/2017 | Present |
| Osaic Wealth, Inc. | Braintree | MA | 06/2024 | 05/2025 |
1) INDEPENDENT INSURANCE AGENT; NOT INVESTMENT RELATED; SAME ADDRESS AS ABOVE; INSURANCE AGENT; INSURANCE PRODUCT SALES; LESS THAN 10% OF TIME PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-27 |
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