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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-25 |
Branch Locations
1700 West Park Drive Suite 340, Westborough, MA 01581 • United States
250 First Avenue Suite 102, Needham, MA 02494 • United States
Newbury, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rinet Company, Llc | Boston | MA | 03/2015 | 12/2021 |
| Capfinancial Partners, Llc (Captrust) | Raleigh | NC | 12/2021 | 02/2022 |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | 10/2022 |
| Boston Wealth Strategies | Needham | MA | 03/2022 | 10/2022 |
| Boston Wealth Strategies | Needham | MA | 10/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2022 | Present |
Co-Owner, Altara Wealth, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 04/01/2026; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 2012-10-29 |
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