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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-30 |
| GA | RA | APPROVED | 2022-01-31 |
| ME | RA | APPROVED | 2018-11-02 |
| MA | RA | APPROVED | 2018-11-02 |
Branch Locations
301 Edgewater Place Suite 306, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Andover | MA | 08/2007 | 11/2018 |
| Osaic Wealth, Inc. | Andover | MA | 11/2018 | Present |
1. INSURANCE BROKERAGE/BOSTON PARTNERS WEALTH MANAGEMENT, LLC/ CRUMP INSURANCE/NORTHEAST BROKERAGE/CORE GROUP POSITION: Agent NATURE: Insurance Brokerage: Life, Long Term Care, Disability, Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/26/2009 ADDRESS: 301 Edgewater Place, Suite 116, Wakefiled MA 01880, United States DESCRIPTION: Insurance Broker 2. BOSTON PARTNERS WEALTH MANAGEMENT, LLC (NEW DBA) POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 09/01/2022 ADDRESS: 301 Edgewater Place, Suite 116, Wakefield MA 01880, United States DESCRIPTION: Financial Advisor through Royal Alliance Associates
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-20 |
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