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24 Main Street Suite 25, Peabody, MA 01960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-28 |
| TX | RA | APPROVED_RES | 2026-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearview Family Wealth, Llc | Peabody | MA | 05/2026 | Present |
| Ameriprise Financial Services, Inc. | Middleton | MA | 10/2018 | 12/2019 |
| Integration Partners | Lexington | MA | 07/2016 | 09/2018 |
| Lesley University | Cambridge | MA | 09/2016 | 08/2018 |
| Lpl Financial Llc Dba Salem Five Wealth Management | Salem | MA | 02/2020 | 05/2026 |
1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Clearview Tax Planning; Not investment-related; Same address; Tax and accounting firm; Owner; Provide tax and accounting services; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-29 |
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