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9 Pond Lane Suite 3A, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twelve Points Wealth Management | Concord | MA | 02/2022 | Present |
| Twelve Points Wealth Management | Concord | MA | 06/2021 | Present |
| Student, Parent, Care Giver | Wayland | MA | 06/2016 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-26 |
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