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Gloucester, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-31 |
Branch Locations
Gloucester, MA • United States
200 Park St, North Reading, MA 01864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Business Transition Academy, Inc. | Gloucester | MA | 05/2013 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2019 | 06/2025 |
| Alliance Private Wealth, Llc | North Reading | MA | 01/2022 | Present |
1) Alliance Private Wealth, LLC; Investment-related; 200 Park Street, North Reading, MA 01864; Registered Investment Advisor; Director of Exit Planning / Investment Advisor Representative; Full-Time Position 2) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 3) Business Transition Academy, Inc.; Investment-related; Gloucester, MA 01930; Exit planning services, solicit for registered investment advisors; Chief Executive Officer and Chief Compliance Officer; Full-Time Position
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-13 |
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