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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-08-18
MA RA APPROVED 2026-08-11
  • ME RA
    APPROVED
    Since 2026-08-18
  • MA RA
    APPROVED
    Since 2026-08-11

Branch Locations

600 Market Street Suite 684, Lynnfield, MA 01940 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Sachetta, Llc

600 Market Street Suite 684, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-02-08
  • MA RA
    APPROVED
    Since 2022-02-08

Branch Locations

600 Market Street Suite 684, Lynnfield, MA 01940 • United States

780 Fifth Avenue South, Naples, FL 34102 • 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
Wealth Management Advisors, Llc Tewksbury MA 05/2000 12/2021
Sullivan Bille, Pc Tewksbury MA 04/2000 12/2021
Sachetta, Llc Lynnfield MA 01/2022 07/2026
Allworth Financial Lynnfield MA 07/2026 Present
  • 05/2000 → 12/2021
    Wealth Management Advisors, Llc
    Tewksbury, MA
  • 04/2000 → 12/2021
    Sullivan Bille, Pc
    Tewksbury, MA
  • 01/2022 → 07/2026
    Lynnfield, MA
  • 07/2026 → Present
    Allworth Financial
    Lynnfield, MA
Previous Registrations
  • 2000-06-29 → 2022-03-01
    Wealth Management Advisors, Llc
    Tewksbury, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-22
  • S65 Uniform Investment Adviser Law Examination
    1997-07-22
Designations

View on SEC IAPD

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