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888 Washington Street, Dedham, MA 02026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Boston | MA | 03/2001 | 04/2018 |
| Berkshire Bank | Boston | MA | 09/2022 | 03/2026 |
| Charlesbridge Advisors | Dedham | MA | 04/2026 | Present |
| J.P. Morgan | Boston | MA | 05/2018 | 06/2020 |
| Minot Wealth Advisors | Westwood | MA | 06/2020 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-18 |
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