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100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-23 |
| PA | RA | APPROVED | 2025-12-16 |
Branch Locations
100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2019 | 12/2019 |
| Johnny & Hons Smokehaus | Womelsdorf | PA | 05/2017 | 08/2017 |
| Fulton Bank | Myerstown | PA | 05/2016 | 01/2019 |
| Urban Redevelopment Authority | Pittsburgh | PA | 09/2018 | 04/2019 |
| Milky Way | Pittsburgh | PA | 09/2017 | 11/2017 |
| Dollar Bank | Pittsburgh | PA | 05/2018 | 07/2018 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2015 | 04/2019 |
| Motley Fool Wealth Management, Llc | Alexandria | VA | 02/2022 | 07/2024 |
| Olive Garden | Pittsburgh | PA | 01/2020 | 03/2020 |
| Bny Mellon | Pittsburgh | PA | 03/2020 | 02/2022 |
| Unemployed | West Chester | PA | 05/2019 | 06/2019 |
| Motley Fool Wealth Management, Llc | Alexandria | VA | 07/2024 | 08/2025 |
| Vestmark Advisory Solutions, Inc. | Wakefield | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-02 |
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