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465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2013-11-12 |
Branch Locations
465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Dynamics Llc | Waltham | MA | 11/2010 | 12/2019 |
| Savvi Financial Llc | Waltham | MA | 09/2013 | Present |
| Dynamic Ideas Llc | Waltham | MA | 01/2013 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-16 |
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