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900 Cummings Center Suite 212-U, Beverly, MA 01915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-08 |
Branch Locations
900 Cummings Center Suite 212-U, Beverly, MA 01915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of New Hampshire | Durham | NH | 08/2016 | 05/2020 |
| Life Time | Peabody | MA | 04/2021 | 10/2023 |
| Unemployed | Methuen | MA | 05/2020 | 08/2020 |
| Cambridge Athletic Club | Cambridge | MA | 08/2020 | 04/2021 |
| Daniellas Ristorante | Peabody | MA | 10/2022 | 03/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2023 | 08/2025 |
| Northwestern Mutual Investment Services Llc | Woburn | MA | 11/2023 | 08/2025 |
| National Life | Montpelier | VT | 02/2023 | 10/2023 |
| Quantum | Scottsdale | AZ | 02/2023 | 10/2023 |
| K And B Insurance | Middleton | MA | 02/2023 | 10/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2024 | 08/2025 |
| Family Fiduciary Services, Inc | Beverly | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-04 |
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