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888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-25 |
Branch Locations
888 Boylston Street Suite 800, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Wealth Management | Stamford | CT | 12/2017 | 12/2020 |
| Bryant University | Smithfield | RI | 09/2013 | 05/2017 |
| New Haven Country Club | Hamden | CT | 06/2017 | 11/2017 |
| Pathstone | Boston | MA | 12/2020 | 12/2022 |
| Natixis Distribution, Llc | Boston | MA | 01/2023 | Present |
| Natixis Advisors, Llc | Boston | MA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-24 |
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