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100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-23 |
| PA | RA | APPROVED | 2025-12-23 |
Branch Locations
100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eqis Capital Management | San Rafael | CA | 02/2013 | 05/2023 |
| Adhesion Wealth Advisor Solutions | Havertown | PA | 05/2023 | Present |
| Vestmark, Inc. | Wakefield | MA | 05/2025 | Present |
?the name of the other business: Vestmark, Inc. (parent company of Vestmark Advisory Solutions, Inc.) ?whether the business is investment-related: Yes ?the address of the other business: 100 Quannapowitt Parkway, Suite 205, Wakefield, MA 01880 ?the nature of the other business: Fintech firm serving financial advisers ?your position: VP, Business Development ?title, or relationship with the other business: Employee ?the start date of your relationship: May 2025 ?the approximate number of hours/month you devote to the other business: Full-time ?the number of hours you devote to the other business during securities trading hours: Full-time ?and briefly describe your duties relating to the other business; Responsible for driving revenue growth through strategic sales initiatives, client relationship development, and competitive positioning. Delivers tailored presentations, manages pipeline and forecasts, and executes a disciplined sales process to meet targets. Engages in complex negotiations and ensures alignment with company objectives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-19 |
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