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Account
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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-28 |
Branch Locations
2 Park Central Drive Suite 310, Southborough, MA 01772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Foundations | Westborough | MA | 04/2023 | Present |
| The Cgm Funds | Boston | MA | 06/2020 | 12/2022 |
| The George | Providence | RI | 10/2020 | 03/2021 |
| Twelve 21 Restaurant & Lounge | Providence | RI | 03/2021 | 08/2021 |
| Layali Restaurant & Lounge | Providence | RI | 09/2021 | 04/2022 |
| Castle Hill Inn | Newport | RI | 05/2019 | 08/2019 |
| Waterman Grille | Providence | RI | 09/2019 | 03/2020 |
| Ristorante Il Massimo | Providence | RI | 09/2017 | 04/2019 |
| Siena Restaurant | Providence | RI | 03/2015 | 08/2017 |
| Avvio Ristorante | Cranston | RI | 06/2020 | 08/2020 |
| Black Sheep | Providence | RI | 03/2021 | 05/2021 |
| The George | Providence | RI | 05/2022 | Present |
Bartender, Cassarino's Restaurant; Located at 177 Atwells Ave, Providence, RI 02903, as of 04/20/2024; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-11 |
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