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Inactive

Amy Elizabeth Deer

Accelerate Retirement

Burlington, MA

Aliso Viejo, CA

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Current Employers
Accelerate Retirement

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-06
  • MA RA
    APPROVED
    Since 2025-10-06

Branch Locations

1 Van De Graaff Drive Suite 501, Burlington, MA 01803 • United States

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Kraematon Group Wellesley And Burlington MA 06/2018 12/2020
Dance Now Miami Miami FL 09/2013 06/2018
Allie Munroe Coconut Grove FL 02/2018 06/2018
John Leonard Boston MA 10/2017 02/2018
Allie Munroe Coconut Grove FL 09/2017 10/2017
John Leonard Boston MA 06/2017 09/2017
Allie Munroe Coconut Grove FL 10/2016 06/2017
John Leonard Boston MA 07/2016 10/2016
Commonwealth Financial Network Waltham MA 11/2018 10/2025
Axial Benefits Group Burlington MA 11/2018 04/2024
Alkeme Financial Services Llc Burlington MA 04/2024 Present
Accelerate Investment Advisors Aliso Viejo CA 10/2025 Present
  • 06/2018 → 12/2020
    The Kraematon Group
    Wellesley And Burlington, MA
  • 09/2013 → 06/2018
    Dance Now Miami
    Miami, FL
  • 02/2018 → 06/2018
    Allie Munroe
    Coconut Grove, FL
  • 10/2017 → 02/2018
    John Leonard
    Boston, MA
  • 09/2017 → 10/2017
    Allie Munroe
    Coconut Grove, FL
  • 06/2017 → 09/2017
    John Leonard
    Boston, MA
  • 10/2016 → 06/2017
    Allie Munroe
    Coconut Grove, FL
  • 07/2016 → 10/2016
    John Leonard
    Boston, MA
  • 11/2018 → 10/2025
    Commonwealth Financial Network
    Waltham, MA
  • 11/2018 → 04/2024
    Axial Benefits Group
    Burlington, MA
  • 04/2024 → Present
    Alkeme Financial Services Llc
    Burlington, MA
  • 10/2025 → Present
    Accelerate Investment Advisors
    Aliso Viejo, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-08
  • S65 Uniform Investment Adviser Law Examination
    2019-11-08

View on SEC IAPD

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GREENWAY FINANCIAL ADVISORS LLC
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RAYMOND JAMES & ASSOCIATES, INC.

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WILLIAM T EATON
MITCHELL ALAN GOLDFELD
JUAN DONABEDIAN
SHARON M CONSOLI
John Edwardh
Meaghan Anne Murphy Keeven
STEPHEN BARRY FREEDMAN

Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
RISK PARADIGM GROUP, LLC · Burlington, MA

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