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1800 West Park Drive Suite 330, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-05-01 |
Branch Locations
1800 West Park Drive Suite 330, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2012 | Present |
| Cadence Wealth Mgmt | Westborough | MA | 10/2010 | Present |
1) CADENCE WEALTH MANAGEMENT; INVESTMENT RELATED; 1800 WEST PARK DR STE 330 WESTBORO, MA 01581; RIA; VICE PRESIDENT OF CLIENT EXPERIENCE; START DATE: 10/2010; APPROX 160 HRS/MO; BACK HOUSE OPERATIONS, PROCESSING APPLICATIONS, TRACKING ADVISOR BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-03 |
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