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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-25 |
Branch Locations
80 Blanchard Road, Suite 201, Burlington, MA 01803 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Special Needs Financial Planning | Winchester | MA | 10/2017 | 09/2019 |
| Enterprise Holdings | Woburn | MA | 09/2013 | 10/2017 |
| Lpl Financial, Llc | Burlington | MA | 10/2017 | 04/2021 |
| Affinia Financial Group, Llc | Burlington | MA | 10/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | Present |
| Sequoia Financial Group | Akron | OH | 09/2023 | Present |
1. Affinia Financial Group; Investment Related; 80 Blanchard Road Suite 201 Burlington MA 01803; RIA; Client Relationship Manager; Start Date 10/2019; appx hours/mo 160; number hours during trading: 160; Duties: Assisting Advisors with day to day operations. 2. 12/2/2020 - No Business Name - Investment Related - 367 Sumner Street, East Boston, MA 02128 - Real Estate Rental - Started 08/26/2013 - 10 Hours Per Month/0 Hours During Securities Trading - Three family building bought in 2013 and live in one of the units.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-24 |
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