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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-24 |
Branch Locations
Two Newton Executive Park 2227 Washington Street, Suite 202, Newton, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Chestnut Hill | MA | 06/2017 | 11/2017 |
| Axa Advisors | Wellesley | MA | 09/2016 | 05/2017 |
| Bentley University | Waltham | MA | 06/2013 | 05/2017 |
| Citizens Securities, Inc | Chestnut Hill | MA | 06/2017 | 11/2017 |
| Weston Securities Corporation | Wellesley | MA | 11/2017 | 11/2021 |
| Weston Financial Group, Inc. | Wellesley | MA | 11/2017 | 11/2021 |
| Weston Securities Corporation | Wellesley | MA | 11/2021 | 03/2022 |
| Washington Trust Advisors, Inc. | Wellesley | MA | 11/2021 | 03/2022 |
| Scs Capital Management, Llc | Boston | MA | 03/2022 | 09/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2023 | Present |
| Travel | Brookline | MA | 10/2023 | 11/2023 |
Brook house Condominium trust; not investment related; 55 Pond Ave, Suite E103, Brookline, MA; Start Date 10/21/21; 10 hours per month; 0 during trading; board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-21 |
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