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35 Pratt Street Suite 202, Essex, CT 06426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-02-04 |
| CT | RA | APPROVED | 2021-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boston | MA | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 03/2018 |
| Alchemi Wealth Management Llc | Boston | MA | 03/2018 | 11/2024 |
| Alchemi Wealth, Llc | Essex | CT | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
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