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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-13 |
Branch Locations
300 Ledgewood Place Suite 101, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Advisors, Llc | Rockland | MA | 10/2023 | 12/2025 |
| Lexington Wealth Management | Lexington | MA | 07/2023 | 10/2023 |
| Repligen Corporation | Waltham | MA | 06/2022 | 08/2022 |
| Bentley University | Waltham | MA | 09/2020 | 05/2023 |
| Black Rock Country Club | Hingham | MA | 05/2017 | 08/2018 |
| Boston College High School | Boston | MA | 09/2014 | 05/2019 |
| Unemployed | Hanson | MA | 06/2019 | 08/2020 |
| Mariner | Rockland | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
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