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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED_RES | 2025-10-17 |
Branch Locations
203 Crescent St #4 Suite 404, Waltham, MA 02453 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Mclean | VA | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 05/2017 |
| Wells Fargo Clearing Services Llc | Waltham | MA | 09/2017 | 02/2020 |
| Unemployed | Dedham | MA | 05/2017 | 09/2017 |
| Sensible Financial Planning And Management, Llc | Waltham | MA | 02/2020 | 09/2025 |
| Beacon Pointe Advisors, Llc | Waltham | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-21 |
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