John David Gentry

Current Employers

Employment History

• 03/2016 → 05/2019
  Global Retirement Partners, Llc
  Natick, MA
• 05/2019 → 05/2023
  Asset Strategy Advisors, Llc
  Natick, MA
• 05/2023 → 02/2024
  Twelve Points Wealth Management
  Concord, MA
• 05/2023 → 02/2024
  Twelve Points Wealth Management
  Concord, MA
• 02/2024 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ

Previous Registrations

• 2023-06-02 → 2023-12-14
  Twelve Points Wealth Management
  Concord, MA
• 2019-05-29 → 2023-05-18
  Asset Strategy Advisors, Llc
  Wayland, MA
• 2016-04-08 → 2019-05-17
  Global Retirement Partners Llc
  Natick, MA
  San Rafael, CA
• 2009-09-28 → 2014-03-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  New York, NY
  Pennington, NJ
  Boston, MA
  Boston, MA
  Jacksonville, FL
• 2006-02-07 → 2009-09-28
  Bofa Advisors, Llc
  Boston, MA

Other Businesses

1) SNEUCC; Investment related: Yes; Address: 1 Badger Rd., Framingham, MA 01702; Business Nature: Regional Conference of the United Church of Christ; Position: Volunteer; Title: Investment Committee Member; Start Date: 1/1/2019; Hours per month 1; Hours per month devoted to business during trading hours: 0; Duties: Oversee the endowment's Registered Investment Advisor 2) First Congregational Church of Natick; Investment Related: Yes; Address: 2E Central St., Natick, MA 01760; Business Nature: Church; Position: Volunteer; Title: Trustee; Start Date: 1/1/2019; Hours per month: 3; Hours per month devoted to business during trading hours: less than 1; Duties: I serve as a trustee of the church, trustees oversee the endowment's advisor, FL Putnam 3) Streamline Partners, LLC; Investment related: No; Address: 1029 Peachtree Pkwy N, Peachtree City, GA 30269; Business Nature: Software Consulting; Position: Consultant; Title: Consultant; Start Date: 12/1/2023; Hours per month: 4-8; Hours per month devoted to business during trading hours: 2-4; Duties: Product Design & Launch Consulting 4) Klondike Financial, LLC; Investment related: No; Address: 5500 Spring Stone Court, Dallas, GA 30157; Business Nature: Financial Wellness Software-Mobile App; Position: Outside Consultant; Title: Launch Consultant; Start Date: 5/1/2024; Hours per month: 10; Hours per month devoted to business during trading hours: 5; Duties: Market Segmentation, Product Design, Content Curation

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-01-07
• S63 Uniform Securities Agent State Law Examination
  1989-01-09

Designations