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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-30 |
Branch Locations
160 Gould Street Suite 212, Needham Heights, MA 02494 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 10/2005 | 07/2024 |
| American Century Investment Services, Inc. | Kansas City | MO | 01/2025 | 06/2025 |
| Unemployed | Foxboro | MA | 08/2024 | 12/2024 |
| Foxboro Youth Football & Cheer | Foxboro | MA | 12/2019 | Present |
| Maverick Funds | Nixa | MO | 07/2025 | 03/2026 |
| Osaic Wealth Inc | Needham | MA | 03/2026 | Present |
FOXBORO YOUTH FOOTBALL POSITION: Athletic director NATURE: This is a youth sports organization, for which I'm a board member and serve as the athletic director. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2021 ADDRESS: PO BOX 479, FOXBORO MA 02035, United States DESCRIPTION: I help with the youth football program and aligning coaches and kids' activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-20 |
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