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Jennifer Michelle Wolfsberg

Centerpoint Advisors, LLC

Needham, MA

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Current Employers
Centerpoint Advisors, Llc

175 Highland Avenue Suite 302, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-08-02
TX RA APPROVED 2011-08-02
  • MA RA
    APPROVED
    Since 2011-08-02
  • TX RA
    APPROVED
    Since 2011-08-02

Branch Locations

175 Highland Avenue Suite 302, Needham, MA 02494 • 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
Centerpoint Advisors, Llc Newton MA 01/2006 Present
Arthur W. Wood Company, Inc. Boston MA 07/2015 05/2021
Palladium Capital Group, Llc New York NY 05/2021 Present
  • 01/2006 → Present
    Centerpoint Advisors, Llc
    Newton, MA
  • 07/2015 → 05/2021
    Arthur W. Wood Company, Inc.
    Boston, MA
  • 05/2021 → Present
    Palladium Capital Group, Llc
    New York, NY
Previous Registrations
Other Businesses

CENTERPOINT ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR FULL-TIME AND IS A INVEST RELATED ADVISORY FIRM

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-09-11
S63 Uniform Securities Agent State Law Examination 1996-09-20
  • S65 Uniform Investment Adviser Law Examination
    2001-09-11
  • S63 Uniform Securities Agent State Law Examination
    1996-09-20
Other Names
  • Jennifer M Wolfsberg

View on SEC IAPD

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SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

More in Needham, MA

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