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40 Washington Street Suite 210, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-02-22 |
Branch Locations
40 Washington Street Suite 210, Wellesley, MA 02481 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Wellesley | MA | 12/2008 | 09/2016 |
| The Harvest Group Wealth Management, Llc | Waltham | MA | 09/2016 | 03/2019 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2016 | 03/2021 |
| Savior Wealth, Llc | Waltham | MA | 09/2018 | Present |
1. Independent Insurance. Agent. 1997. 4 Hrs/Mo; 1 hr during trading hours; non-investment related. 2. CEO / CFO/ Board of Directors of Malipo AI, an AI fraud detection and prevention software company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-25 |
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