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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-01 |
| CT | RA | APPROVED | 2022-05-19 |
Branch Locations
701 Hebron Ave, Glastonbury, CT 06033 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 10/2017 | 05/2022 |
| National Staffing Solutions | Orlando | FL | 01/2017 | 08/2017 |
| University Of Central Florida | Orlando | FL | 05/2013 | 05/2017 |
| Atlantic Wealth Advisors, Llc | Glastonbury | CT | 05/2022 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 05/2022 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Atlantic Wealth Advisors, Llc | Glastonbury | CT | 07/2024 | Present |
Owner of rental property located in Boynton Beach, FL, as of 3/10/2023; Less than 5% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
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