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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-28 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
51 Sawyer Road Suite 600, Waltham, MA 02453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2018 | 05/2020 |
| University Of Massachusetts Amherst | Amherst | MA | 06/2014 | 05/2018 |
| Dash's Market | Amherst | NY | 05/2013 | 01/2017 |
| Umass Amherst | Amherst | MA | 11/2016 | 03/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2017 | 08/2017 |
| Umass Amherst | Amherst | MA | 02/2018 | 05/2018 |
| Umass Amherst | Amherst | MA | 02/2017 | 05/2018 |
| 5-Hour Energy | Farmington Hills | MI | 08/2017 | 05/2018 |
| First Republic Securities Company, Llc | Boston | CA | 07/2021 | 07/2023 |
| First Republic Investment Management, Inc | Boston | MA | 07/2021 | 07/2023 |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | 06/2021 |
| J.P. Morgan Securities Llc | Boston | MA | 07/2023 | 01/2025 |
| Jp Morgan Chase Bank, N.A. | Boston | MA | 07/2023 | 01/2025 |
| Unemployed | Dorchester | MA | 01/2025 | 05/2025 |
| O'BRien Wealth Partners Llc | Waltham | MA | 05/2025 | 07/2025 |
| Mercer Global Advisors Inc. | Waltham | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-05 |
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