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75 Park Plaza, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amica Mutual Insurance Company | Henderson | NV | 06/2015 | 02/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2018 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Wellesley | MA | 03/2018 | 08/2018 |
| First Republic Securities Company, Llc | Boston | MA | 08/2018 | Present |
| Twin Focus | Boston | MA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-07 |
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