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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-04 |
Branch Locations
100 Corporate Place Suite 103, Peabody, MA 01960 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Wealth Advisors | Raleigh | NC | 10/2020 | 05/2022 |
| Life Solutions Group | Danvers | MA | 09/2018 | 04/2022 |
| Compass Business Advisors | Lynnfield | MA | 01/2013 | 03/2022 |
| Prousalis & Papantonalis, P.C | Lynnfield | MA | 01/2004 | 02/2023 |
| Tradewinds Tax Planning | Danvers | MA | 04/2022 | 08/2025 |
| Paramount Financial | Danvers | MA | 08/2022 | 09/2025 |
| Simplicity Wealth | Summit | NJ | 10/2025 | Present |
| Integrative Wealth | Peabody | MA | 01/2020 | Present |
| Integrative Law | Peabody | MA | 02/2023 | Present |
Robert A. Prousalis; investment-related; 100 Corporate Place, Ste 103, Peabody MA 01960; Registered Insurance Agent; 01/2020,approximate number of hours/month you devote to the other business-20,number of hours you devote to the other business during securities trading hours-20, insurance based business, life insurance and annuities. Integrative Wealth; investment-related; 100 Corporate Place, Ste 103, Peabody MA 01960; Insurance Sales / Owner; 01/2020,approximate number of hours/month you devote to the other business-20,number of hours you devote to the other business during securities trading hours-20, insurance based business, life insurance and annuities Integrative Law; investment-related; 100 Corporate Place, Ste 103, Peabody MA 01960; Owner / Attorney; 02/2023,approximate number of hours/month you devote to the other business during and after trading hours-80, private law practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-27 |
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