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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-28 |
Branch Locations
Somerville, MA • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2023 | 02/2025 |
| Freight Farms, Inc. | Boston | MA | 06/2019 | 09/2023 |
| Ruffalo Noel Levitz | Amherst | MA | 09/2018 | 12/2020 |
| Unemployed | Haverhill | MA | 08/2018 | 08/2018 |
| Leadbridge Partners / Pipeline Iq | Andover | MA | 05/2017 | 07/2018 |
| Hadley Farms Meeting House | Hadley | MA | 01/2017 | 05/2017 |
| Bertucci's Italian Restaurant | North Andover | MA | 08/2014 | 12/2016 |
| Commonwealth Financial Network | Waltham | MA | 02/2025 | Present |
| Open Road Wealth Advisors | Andover | MA | 02/2025 | Present |
1. Fixed insurance sales; as of 2/27/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, OpenRoad Wealth Advisors, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 2/28/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-11 |
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