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75 Second Ave. Suite 605, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Newton | MA | 08/2003 | Present |
| The Sher Wealth Management Group | Newton | MA | 05/2015 | Present |
1. 8/2/2016 - The Sher Wealth Management Group - INV REL - At Reported Business Location(s) - Registered Investment Advisor Hybrid - DBA: (Hybrid) The Sher Wealth Management Group - 90 Hr/Mo All During Securities Trading - I assist Philip Sher in preparing financial plans and act as CCO. This RIA (The Sher Wealth Management Group) is also a DBA of our LPL business. 2. 4/28/2017 - Sharlene R. Wolf - Not Investment Related - 900 Greendale Road, Needham, MA 02492 - Tax Prep/Accounting/CPA - Tax Preparer - Started 01/01/2017 - 3 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-27 |
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