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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-30 |
Branch Locations
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Irvine, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Marlton | NJ | 07/2009 | Present |
| Efficient Advisors | Philadelphia | PA | 07/2016 | Present |
| Fiduciary Advisors, Llc | Philadelphia | PA | 07/2016 | Present |
| Sentinel Group | Wakefield | MA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-09 |
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