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300 Tradecenter, Suite 5700, Woburn, MA 01801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-25 |
Branch Locations
300 Tradecenter, Suite 5700, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Waltham | MA | 08/2014 | 10/2024 |
| Alta Wealth Advisors Llc | Woburn | MA | 10/2024 | Present |
| Lpl Financial Llc | Woburn | MA | 10/2024 | Present |
1. 09/30/2024- ALTA WEALTH ADVISORS- DBA for LPL Business (entity for LPL business)- Inv Related- At Reported Business Location (s)- Start Date 10/28/2024 2. 09/30/2024- Real Estate Rental- 59 LONGMEADOW DRIVE POMFRET, CT 06259- Inv Rel- 10 hrs per mnth- Start Date 01/01/2020 3. 09/30/2024- Cranberry Harvest Co LLC- Business Owner- MA 02571- Non Inv Rel- Start Date 03/11/2024 4. 10/31/2024 - Alta Wealth Advisors LLC - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/14/2024 - 160 Hours Per Month/ 6 Hours During Trading- I provide investment advisory services through Alta Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and inde
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-19 |
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