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Brian Merritt Boswell

Newbridge Wealth Management

Malden, MA

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Current Employers
Newbridge Wealth Management

859 W. Lancaster Avenue, Bryn Mawr, PA 19010 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-03-17
  • MA RA
    APPROVED
    Since 2022-03-17

Branch Locations

Malden, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Boston MA 12/2019 Present
Mml Investors Services Boston MA 01/2020 Present
Savingforcollege.cOm Miami FL 03/2016 08/2017
529 Expert, Llc Malden MA 08/2017 12/2019
  • 12/2019 → Present
    Mass Mutual Life Insurance Company
    Boston, MA
  • 01/2020 → Present
    Mml Investors Services
    Boston, MA
  • 03/2016 → 08/2017
    Savingforcollege.cOm
    Miami, FL
  • 08/2017 → 12/2019
    529 Expert, Llc
    Malden, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-28
S63 Uniform Securities Agent State Law Examination 2003-08-22
  • S66 Uniform Combined State Law Examination
    2020-05-28
  • S63 Uniform Securities Agent State Law Examination
    2003-08-22
Designations

View on SEC IAPD

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