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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2021 | 05/2025 |
| Northern Essex Community College | Haverhill | MA | 01/2015 | 08/2017 |
| Duncans European Automotive | Londonderry | NH | 09/2017 | 01/2018 |
| Unemployed | Bedford | NH | 02/2018 | 09/2018 |
| Northern Essex Community College | Haverhill | MA | 10/2018 | 06/2019 |
| Whole Foods Market | Brooklyn | NY | 06/2019 | 07/2019 |
| Unemployed | Bedford | NH | 10/2020 | 12/2020 |
| University Of Massachusetts | Lowell | MA | 01/2021 | 06/2021 |
| Whole Foods Market | Bedford | NH | 08/2019 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2025 |
| True Wealth Advisor Group Inc. | Hudson | MA | 06/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2025 | Present |
1. NAME OF OTHER BUSINESS: TRUE WEALTH ADVISOR GROUP INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 06/2025 POSITION/TITLE/RELATIONSHIP: REGISTERED ADMIN APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-03 |
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