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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| RI | RA | APP_PEND_IARCE | 2026-01-01 |
| NH | RA | APPROVED | 2025-01-06 |
| NY | RA | APPROVED | 2025-01-02 |
| WA | RA | APPROVED | 2025-01-02 |
| IN | RA | APPROVED | 2023-01-04 |
| TX | RA | APPROVED | 2022-01-03 |
| WY | RA | APPROVED | 2021-01-06 |
| MO | RA | APPROVED | 2017-02-07 |
| GA | RA | APPROVED | 2017-01-31 |
| CT | RA | APPROVED | 2016-01-05 |
| NC | RA | APPROVED | 2016-01-04 |
| MA | RA | APPROVED | 2013-07-01 |
Branch Locations
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentinel Benefits & Financial Group | Reading | MA | 06/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-11 |
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