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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED | 2024-09-19 |
Branch Locations
271 Great Rd, Acton, MA 01720 • United States
158 Great Rd, Bedford, MA 01730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Acton | MA | 10/2025 | Present |
| Shrewsbury High School | Shrewsbury | MA | 08/2016 | 05/2020 |
| Saint Anselm College | Manchester | NH | 08/2020 | 05/2024 |
| Masis Professional Group (Division Of Masis Staffing Solutions) | Westborough | MA | 12/2019 | 03/2020 |
| Cogmedix, Inc (A Coghlin Company) | West Boylston | MA | 06/2021 | 08/2021 |
| Priority Funding, Llc | Westborough | MA | 12/2021 | 01/2022 |
| Chapin's Bayside Restaurant | Dennis | MA | 04/2022 | 07/2023 |
| Forward Financial Services, Inc | Worcester | MA | 05/2023 | 08/2023 |
| Saint Anselm College | Manchester | NH | 11/2022 | 05/2024 |
| Superior Communication Services | Framingham | MA | 05/2021 | 05/2021 |
| Personal Internship For Rand Currier | Franklin | NH | 01/2024 | 05/2024 |
| Shop My Shelf, Inc | N/A | XX | 06/2022 | 07/2022 |
| Shrewsbury Public Schools | Shrewsbury | MA | 01/2024 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 05/2024 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 12/2024 | 10/2025 |
| Bank Of America, N.A. | Acton | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-17 |
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