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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-03 |
| PA | RA | APPROVED | 2022-10-25 |
| OH | RA | APPROVED | 2021-10-13 |
| NY | RA | APPROVED | 2021-09-15 |
| NC | RA | APPROVED | 2021-01-08 |
| OR | RA | APPROVED | 2021-01-07 |
| OK | RA | APPROVED | 2021-01-04 |
| WA | RA | APPROVED | 2020-07-07 |
| VT | RA | APPROVED | 2020-07-01 |
| GA | RA | APPROVED | 2020-03-05 |
| ME | RA | APPROVED | 2020-01-21 |
| MI | RA | APPROVED | 2020-01-02 |
| NH | RA | APPROVED | 2020-01-02 |
| TX | RA | APPROVED | 2020-01-02 |
| FL | RA | APPROVED | 2019-02-20 |
| AZ | RA | APPROVED | 2019-01-04 |
| CA | RA | APPROVED | 2019-01-04 |
| CT | RA | APPROVED | 2019-01-04 |
| MD | RA | APPROVED | 2019-01-04 |
| MO | RA | APPROVED | 2019-01-04 |
| RI | RA | APPROVED | 2019-01-04 |
| VA | RA | APPROVED | 2019-01-04 |
| MA | RA | APPROVED | 2018-09-12 |
Branch Locations
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Hamilton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salem Five Bank | Reading | MA | 07/2013 | 07/2018 |
| Cyrus Da Zine Llc | Hamilton | MA | 08/2011 | 06/2018 |
| North Shore Clothing Co. Llc | Hamilton | MA | 04/2015 | Present |
| Lpl Financial, Llc | Reading | MA | 12/2016 | 07/2018 |
Real Estate, Manager. Non investment related. Collect rent, pay bills, maintain property, improve property. 5-10 hours per week. Discover Diamonds Press. Music Publishing & Editorial Publishing. Owner. 5-10 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-05 |
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