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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
| TX | RA | APPROVED | 2026-01-30 |
Branch Locations
26 Essex Street, Andover, MA 01810 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodside Wealth Management Llc | Framingham | MA | 09/2018 | 05/2019 |
| Raytheon Technologies | Burlington | MA | 06/2018 | 08/2018 |
| Student | Sudbury | MA | 08/2011 | 05/2019 |
| Woodside Wealth Management Llc | Framingham | MA | 06/2021 | 05/2022 |
| The Financial Advisors, Llc | Andover | MA | 06/2022 | 03/2026 |
| Woodside Wealth Management Llc | Framingham | MA | 06/2019 | 05/2021 |
| Grant Thorton Llp | Boston | MA | 06/2017 | 06/2018 |
| Bentley University | Waltham | MA | 01/2016 | 05/2019 |
| Beacon Pointe Advisors, Llc | Andover | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-01 |
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