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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-14 |
| MA | RA | APPROVED | 2019-04-29 |
| TX | RA | APPROVED | 2019-04-26 |
Branch Locations
1050 Hingham St., 2Nd Floor, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hingham | MA | 06/2017 | 04/2019 |
| Fairfield University | Fairfield | CT | 09/2016 | 05/2017 |
| Fairfield University | Fairfield | CT | 11/2015 | 03/2017 |
| Bank Of America, N.A. | Hingham | MA | 02/2018 | 04/2019 |
| Stratos Wealth Advisors, Llc | Rockland | MA | 04/2019 | Present |
04/26/2019 - Veritas Boston Wealth Management - Inv Related at address of record. Registered Investment Advisor DBA, Investment advisory and financial planning, also involves insurance business. Private Wealth Advisor. 160 hours per month/130 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-07 |
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