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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-26 |
Branch Locations
23 Midstate Drive Suite 204, Auburn, MA 01501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holden Recreational Department | Holden | MA | 06/2017 | 08/2017 |
| Chipotle | Worcester | MA | 12/2018 | 04/2019 |
| Smokestack Urban Bbq | Worcester | MA | 05/2019 | 04/2020 |
| Self Employed | Holden | MA | 03/2020 | 03/2023 |
| Worcester State University Residence Life | Worcester | MA | 06/2022 | 06/2024 |
| Midstate Wealth Management | Auburn | MA | 09/2023 | Present |
| Full Time Student At Worcester State University | Worcester | MA | 09/2020 | 12/2023 |
| Middle School - High School Student | Holden | MA | 08/2014 | 06/2020 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-09 |
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