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888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| MA | RA | APPROVED | 2021-12-09 |
Branch Locations
888 Boylston Street Suite 800, Boston, MA 02199 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nanaimo Clippers | Nanaimo, British Columbia | 07/2015 | 05/2017 | |
| Quinnipiac University | Hamden | CT | 06/2017 | 05/2021 |
| At&T | Hamden | CT | 12/2018 | 04/2019 |
| Coca-Cola Bottling Company | East Hartford | CT | 05/2019 | 09/2019 |
| Lpl Financial Llc | Longmeadow | MA | 06/2021 | 11/2021 |
| Natixis Distribution, Llc | Boston | MA | 11/2021 | Present |
| Natixis Advisors, Llc | Boston | MA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-12 |
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