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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2025-12-03 |
Branch Locations
91 Longwater Circle Ste 300, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2024 | 09/2024 |
| Gge Systems | Bridgewater | MA | 08/2018 | 09/2024 |
| Cumberland Farms | Bridgewater | MA | 05/2020 | 07/2024 |
| Bridgewater State University | Bridgewater | MA | 08/2022 | 07/2024 |
| American Income Life Insurance | Attleboro | MA | 07/2022 | 09/2022 |
| Unemployed | Bridgwater | MA | 07/2014 | 08/2018 |
| Morgan Stanley | Middleton | MA | 09/2024 | 05/2025 |
| Ubs Financial Services Inc | Rockland | MA | 05/2025 | 11/2025 |
| Wells Fargo Clearing Services, Llc | Norwell | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-27 |
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