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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-07 |
| MI | RA | APPROVED | 2022-01-10 |
Branch Locations
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
3001 W Big Beaver Suite 302, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Davisburg | MI | 01/2011 | 11/2016 |
| One Medical Group | San Francisco | CA | 11/2016 | 04/2018 |
| Wework | San Francisco | CA | 04/2018 | 08/2018 |
| Alliance Benefit Group Of Mi | Bingham Farms | MI | 09/2018 | 01/2020 |
| Sentinel Benefits & Financial Group | Wakefield | MA | 01/2020 | 07/2021 |
| Sentinel Pension Advisors, Inc | Wakefield | MA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-10 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-10 |
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