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Olga Poltoratskaya Okaty

Centerpoint Advisors, LLC

Needham, MA

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Current Employers
Centerpoint Advisors, Llc

175 Highland Avenue Suite 302, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-08-02
  • MA RA
    APPROVED
    Since 2011-08-02

Branch Locations

175 Highland Avenue Suite 302, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Centerpoint Advisors, Llc Newton MA 05/2006 Present
Arthur W. Wood Company, Inc. Boston MA 04/2016 04/2021
Previous Registrations
Other Businesses

FINANCIAL PLANNING & WEALTH MANAGEMENT, CENTERPOINT ADVISORS, LLC AN INVESTMENT RELATED BUSINESS. 160 HOURS/MONTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-06
  • S66 Uniform Combined State Law Examination
    2008-06-06
Other Names
  • Olga Poltoratskaya
  • Olga Poltoratskaya
  • Olga Okaty
  • Olga Okaty
  • Olga Poltoratskaya Okaty
  • Olga Poltoratskaya Okaty

View on SEC IAPD

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