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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-12 |
Branch Locations
255 State Street 5Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellesley Public School/Bryant University | Boston | MA | 03/2016 | 05/2023 |
| B.GOod | Framingham | MA | 05/2019 | 07/2020 |
| Wightman Tennis Center | Weston | MA | 07/2020 | 08/2023 |
| Northeast Financial Network | Boston | MA | 08/2023 | 12/2025 |
| Oppenheimer & Co. Inc. | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-04 |
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