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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-18 |
| MA | RA | APPROVED | 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
600 Market Street Suite 684, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-02-08 |
Branch Locations
600 Market Street Suite 684, Lynnfield, MA 01940 • United States
780 Fifth Avenue South, Naples, FL 34102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-22 |
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