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198 Tremont Street, Boston, MA 02116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Llc | Fort Washington | PA | 03/2019 | 01/2020 |
| Highvista Strategies | Boston | MA | 02/2016 | 07/2017 |
| Boston Investment Management | Boston | MA | 08/2017 | 02/2019 |
| Capital Analysts, Llc | Fort Washington | PA | 05/2019 | 01/2020 |
| Lincoln Investment Planning, Llc | Fort Washington | PA | 05/2019 | 01/2020 |
| Lincoln Investment | Fort Washington | PA | 11/2020 | 01/2024 |
| Hingham Consulting Group | Hingham | MA | 01/2020 | 09/2020 |
| Capital Analysts Of New England | Braintree | MA | 03/2019 | 01/2020 |
| Marshall Wealth Management | Braintree | MA | 10/2020 | 01/2024 |
| Boston Investment | Boston | MA | 01/2024 | 12/2024 |
| Boston Investment Advisors Llc | Boston | MA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-31 |
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