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175 Highland Avenue Suite 302, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-05-23 |
Branch Locations
175 Highland Avenue Suite 302, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centerpoint Advisors | Needham Heights | MA | 05/2017 | 05/2018 |
| Centerpoint Advisors | Needham Heights | MA | 06/2018 | Present |
| Bryant University | Smithfield | RI | 09/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-17 |
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