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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-11-12 |
Branch Locations
405 W 36Th Avenue Suite 201, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Birchwood Recreation And Shooting Park | Birchwood | AK | 02/2023 | 05/2023 |
| Bass Pro Shops | Anchorage | AK | 05/2023 | 08/2023 |
| Full-Time Student | Knoxville | TN | 08/2023 | Present |
| High School | Chugiak | AK | 08/2019 | 05/2023 |
| Unemployed | Eagle River | AK | 11/2015 | 08/2019 |
| Premier Portfolio Strategies | Anchorage | AK | 07/2025 | Present |
| Commonwealth Financial Network | San Diego | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-22 |
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