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8 Pleasant St 2B, South Natick, MA 01760 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairway Consulting | Norfolk | MA | 04/2019 | 04/2022 |
| Bny Mellon | Everett | MA | 10/2012 | 03/2019 |
| Rcx Capital Group, Llc | The Woodlands | TX | 01/2022 | 03/2023 |
| Concorde Investment | Livonia | MI | 03/2023 | 01/2025 |
| Asset Strategy Llc | Natick | MA | 03/2023 | 12/2024 |
| Asset Strategy | Natick | MA | 05/2022 | 12/2024 |
| Fairway Consulting | Norfolk | MA | 01/2025 | 09/2025 |
| Strategic Wealth Management Llc | South Natick | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-17 |
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