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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 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
600 Market Street Suite 684, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-06-02 |
Branch Locations
600 Market Street Suite 684, Lynnfield, MA 01940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sachetta & Callahan, Llc | Lynnfield | MA | 11/2016 | 07/2026 |
| Rsm Us, Llp | Boston | MA | 10/2014 | 10/2016 |
| Allworth Financial | Lynnfield | MA | 07/2026 | Present |
TKG DOUGH INC; INVESTMENT-RELATED: NO; 863 VARNUM AVE, LOWELL MA; NATURE OF BUSINESS: RESTAURANT; POSITION/TITLE: MINORITY OWNER; START DATE: APRIL 2021; HOURS/MONTH: 5; HOURS/MONTH DURING TRADING HOURS: 5; DUTIES: CONSULT ON BUSINESS DECISIONS AND BACK OFFICE DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-01 |
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