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50 Mall Road Suite 209, Burlington, MA 01803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-11-16 |
| MA | RA | APPROVED | 2017-09-01 |
Branch Locations
50 Mall Road Suite 209, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagamore Wealth Management, Llc (156447) | Winchester | MA | 06/2011 | 10/2017 |
| Charles River Wealth Management, Llc | Burlington | MA | 05/2017 | Present |
1. ROTARY CLUB OF WINCHESTER, NON INVESTMENT-RELATED, WINCHESTER MA, NON PROFIT ORGANIZATION, BOARDS OF DIRECTORS, 1-9 HRS/MONTH 2. INDEPENDENT INSURANCE BROKER, HRS 1-4 3. BANDO PERFORMANCE, NO, 10 MICRO DRIVE, WOBURN, MA 01801, SPORTS TRAINING, LIMITED PARTNER, 10,/2020, 1 HR/MONTH, 0 HRS/MONTH DURING TRADING HOURS, DECISIONS REGARDING FINANCES 4. DBH FACTORY, LLC, NO, 10 MICRO DRIVE, WOBURN, MA 01801, HOCKEY TRAINING FACILITY, LIMITED PARTNER, 10/2021, 1 HR/MONTH, 0 HRS/MONTH DURING TRADING HOURS, DECISIONS REGARDING FINANCES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-07 |
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