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Newton, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-04 |
| NJ | RA | APPROVED | 2021-01-05 |
| WA | RA | APPROVED | 2020-01-31 |
| TX | RA | APPROVED_RES | 2017-02-16 |
| CA | RA | APPROVED | 2016-04-28 |
| MA | RA | APPROVED | 2016-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triple Summit Advisors, Llc | Newton | MA | 09/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-08-18 |
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