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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-05 |
Branch Locations
75 Garden St., Wethersfield, CT 06109 • United States
50 Lake Ave, Worcester, MA 01604 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Fitness | Auburn | MA | 03/2021 | Present |
| Unemployed | Leicester | MA | 05/2020 | 03/2021 |
| Bridgewater State University | Bridgewater | MA | 08/2019 | 05/2020 |
| Dicks Sporting Goods | Plymouth | MA | 01/2019 | 07/2019 |
| Home Depot | Bridgewater | MA | 09/2017 | 06/2018 |
| Bridgewater State University | Bridgewater | MA | 08/2016 | 05/2020 |
| Health Insurance Agent | Worcester | MA | 10/2024 | Present |
| Snow Removal | Worcester | MA | 12/2024 | Present |
1. Impact Fitness Gym; 314 Washington Street Auburn Ma 01501; non-investment related; Personal Trainer; Since 03/2021; 12 Hours/month during trading hours; 4 hours/month during non-trading hours; fitness training for clients at the gym 2. Green Horizon Financial, since 2/5/2024, Owner, Officer, DBA, Non-investment related, 1-10% time spent on activity during securities hrs. 3. Health Insurance, since 10/28/2024, Agent, Non-investment related, 1-10% time spent on activity during securities hrs. 4. Snow Removal, since 12/16/2024. Employee, snow plowing, Non-investment related, 1-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-15 |
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