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Revere, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-14 |
| MA | RA | APPROVED | 2023-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curious Crow Financial Planning Llc | Revere | MA | 06/2023 | Present |
| Self-Employed | Revere | MA | 04/2023 | 07/2023 |
| Jlfranklin Wealth Planning | San Rafael | CA | 07/2020 | 03/2023 |
| H&R Block | Revere | MA | 01/2020 | 03/2020 |
| Boston University | Boston | MA | 05/2019 | 06/2020 |
| H&R Block | Revere | MA | 01/2019 | 04/2019 |
| State Street | Boston | MA | 11/2012 | 04/2019 |
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