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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nemasket Riverhawks Youth Lacrosse | Middleboro | MA | 03/2019 | 06/2022 |
| Town And Country Landscaping | Middleboro | MA | 04/2020 | 06/2023 |
| Freetown Lakeville Regional School District | Lakeville | MA | 09/2009 | 06/2022 |
| Colgate University | Hamilton | NY | 08/2022 | 12/2025 |
| Delta Upsilon Fraternity Of Colgate University | Hamilton | NY | 08/2025 | 12/2025 |
| Leigh Baldwin And Company, Llc | Cazenovia | NY | 06/2025 | 07/2025 |
| Bentley University | Waltham | MA | 01/2026 | Present |
| Trove Private Wealth | Plainville | MA | 12/2023 | 01/2025 |
| Trove Private Wealth | Plainville | MA | 03/2026 | Present |
| Valmark Securities | Akron | OH | 06/2026 | Present |
| Valmark Advisers | Akron | OH | 06/2026 | Present |
Trove Private Wealth; 72 Taunton Street, Plainville, MA, 02762; title: Planning associate; start 03/2026; Support to advisors on financial planning, investment management, and life insurance; investment related; 40 hours/month; Salary and bonus
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-25 |
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