Reid Jonathan Soberman

Current Employers

Alta Wealth Advisors Llc

300 Tradecenter, Suite 5700, Woburn, MA 01801 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-01-30

MA RA
APPROVED

Since 2026-01-30

Branch Locations

300 Tradecenter, Suite 5700, Woburn, MA 01801 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lincoln Investment	Waltham	MA	08/2016	03/2018
Infinex Investments, Inc.	Cambridge	MA	03/2018	11/2023
Lpl Financial, Llc	Woburn	MA	01/2026	Present
Osaic	Newton	MA	03/2018	01/2026
Alta Wealth Advisors Llc	Woburn	MA	01/2026	Present

08/2016 → 03/2018

Lincoln Investment

Waltham, MA
03/2018 → 11/2023

Infinex Investments, Inc.

Cambridge, MA
01/2026 → Present

Lpl Financial, Llc

Woburn, MA
03/2018 → 01/2026

Osaic

Newton, MA
01/2026 → Present

Alta Wealth Advisors Llc

Woburn, MA

Previous Registrations

2018-03-19 → 2026-02-02

Osaic Institutions, Inc.

Newton, MA

Cambridge, MA

Meriden, CT

Norwood, MA
2016-09-21 → 2018-03-13

Capital Analysts

Waltham, MA

Cambridge, MA
2016-03-17 → 2016-08-23

Mcadam Llc

Boston, MA

Radnor, PA

Other Businesses

1.01/30/2026; Team Fight Academy; Other; Not Investment Related; at Reported Business Location(s); Start Date 06/06/2023; 10hrs/mth; 0hrs during trading 2.01/30/2026; Nobile Insurance; Property and Casualty; Investment Related; at Reported Business Location(s); Start Date 01/01/2024; 5hrs/mth; 0hrs during trading 3.01/30/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Alta Wealth Advisors, LLC; Investment Related; at Reported Business Location(s); Start Date 01/20/2026; 160hrs/mth; 160hrs during trading 4.02/06/2026; (Hybrid) Alta Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/16/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Alta Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2026. 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 independent of LPL Financial. 5.06/22/2026; Capitas Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/10/2026; 5hrs/mth; 5hrs during trading 6.08/27/2026; Ash Brokerage; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/01/2026; 10hrs/mth; 2hrs during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-03-17
S63	Uniform Securities Agent State Law Examination	2015-11-06

S65 Uniform Investment Adviser Law Examination

2016-03-17
S63 Uniform Securities Agent State Law Examination

2015-11-06

Other Names

Reid J Soberman

View on SEC IAPD