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2 Burlington Woods Drive, Suite 100, Burlington, MA 01803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-03-29 |
| CA | RA | APPROVED | 2022-03-16 |
| MA | RA | APPROVED | 2021-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aurora Financial Advisors, Llc | Wellesley | MA | 04/2015 | 12/2018 |
| Monograph Wealth Advisors, Llc | El Segundo | CA | 01/2019 | 12/2020 |
| Greenway Financial Advisors Llc | Burlington | MA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-27 |
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