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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
  • MA RA
    APPROVED
    Since 2026-08-11

Branch Locations

600 Market Street Suite 684, Lynnfield, MA 01940 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Sachetta, Llc

600 Market Street Suite 684, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-10-05
  • MA RA
    APPROVED
    Since 2017-10-05

Branch Locations

600 Market Street Suite 684, Lynnfield, MA 01940 • 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
E Team Inc Topsfield MA 04/2010 12/2017
Sachetta & Callahan, Llc Lynnfield MA 05/2016 07/2026
Allworth Financial Lynnfield MA 07/2026 Present
  • 04/2010 → 12/2017
    E Team Inc
    Topsfield, MA
  • 05/2016 → 07/2026
    Sachetta & Callahan, Llc
    Lynnfield, MA
  • 07/2026 → Present
    Allworth Financial
    Lynnfield, MA
Other Businesses

NOVEMBER 2025; SENSUS HEALTHCARE, INC.; INVESTMENT-RELATED: NO; 851 BROKEN SOUND PARKWAY NW, SUITE 215, BOCA RATON, FL; NATURE OF BUSINESS: HEALTHCARE; POSITION: BOARD OF DIRECTORS MEMBER; HOURS/MONTH: 10 TOTAL AND DURING TRADING HOURS; ATTEND QUARTERLY BOARD MEETING AND COMMITTEE MEETINGS. VOT ON IMORTANT MATTERS FOR THE DIRECTION OF THE COMPANY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-05
  • S65 Uniform Investment Adviser Law Examination
    2017-10-05
Designations

View on SEC IAPD

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