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800 South Street Suite 160, Waltham, MA 02453 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-24 |
| NH | RA | APPROVED | 2026-01-28 |
Branch Locations
800 South Street Suite 160, Waltham, MA 02453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Woburn | MA | 09/2012 | 11/2017 |
| Trilogy Capital, Inc. | Woburn | MA | 06/2016 | Present |
| Lpl Financial Llc | Woburn | MA | 11/2017 | 07/2018 |
| Trilogy Financial Services | Woburn | MA | 06/2012 | Present |
| Masspay | Beverly | MA | 11/2013 | Present |
| Pension & Wealth Management Advisors | Waltham | MA | 01/2021 | Present |
1.. 11/2013- MassPay- Director of Sales- 500 Cummings Center Suite 4900 Beverly, MA 01915, Manages 2 employees and sells HR and Payroll to Clients. Spends 120 hours each month on this activity. 2. 01/2016- Belenus Farms LLC- Owner- not investment related. Spends less than 5% of time each month on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-24 |
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