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20 Newbury Street Floor 3, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilbane Building Company | Providence | RI | 05/2019 | 02/2024 |
| Bosco Crane | Canton | MA | 03/2020 | 10/2020 |
| Sunbird Transportation | Walpole | MA | 01/2014 | 09/2016 |
| Student | Providence | RI | 09/2016 | 05/2020 |
| Northwestern Mutual Investment Services Llc | Boston | MA | 02/2024 | 07/2026 |
| Scott Desantis | Boston | MA | 02/2024 | 07/2026 |
| Pks Investments | Albany | NY | 07/2026 | Present |
| Liberty Forge Llc | Boston | MA | 07/2026 | Present |
1. Liberty Forge LLC dba Civic Financial. Investment related. At registered location. RIA. Financial Advisor. Start date: 07/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 06/2026. 10 hrs/month. 10 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Liberty Sun LLC. Investment-Related. At Registered Location. Insurance. Owner. 06/2026. 5 hrs/month. 5 hrs during trading hrs. I am an owner of Liberty Sun LLC which is our life insurance entity where we receive commissions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-25 |
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