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Stoneham, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-10-02 |
| MA | RA | APPROVED | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investments | Boston | MA | 06/2012 | 01/2024 |
| D-Nyce Ltd, Pllc Dba Motta Financial | Boston | MA | 01/2024 | Present |
| Motta Wealth Management Llc | Boston | MA | 06/2024 | Present |
Name of business is UBER (not investment related). Nature of the business is Transportation. Position/Title is Driver. Start date is 10/31/16. Will devote approximately 30 hours/month to the business, zero hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-04 |
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