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Current Employers
Advanced Portfolio Design, Llc

515 Groton Road Suite 201, Westford, MA 01886 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-14
LA RA APPROVED 2023-04-25
MA RA APPROVED 2016-09-02
NH RA APPROVED 2016-09-02
  • FL RA
    APPROVED
    Since 2025-07-14
  • LA RA
    APPROVED
    Since 2023-04-25
  • MA RA
    APPROVED
    Since 2016-09-02
  • NH RA
    APPROVED
    Since 2016-09-02

Branch Locations

515 Groton Road Suite 201, Westford, MA 01886 • United States

Lowell, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advanced Portfolio Design Westford MA 05/2016 Present
  • 05/2016 → Present
    Advanced Portfolio Design
    Westford, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-02
  • S65 Uniform Investment Adviser Law Examination
    2016-09-02
Designations

View on SEC IAPD

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