Kevin Swansburg

Current Employers

Employment History

• 09/2019 → 09/2020
  Nylife Securities Llc
  Waltham, MA
• 06/2020 → Present
  Qualitybuydirect
  Lowell, MA
• 09/2020 → 08/2021
  Fidelity Investments
  Merrimack, NH
• 05/2019 → 08/2020
  New York Life Insurance Company
  Waltham, MA
• 08/2015 → 05/2019
  Providence College
  Providence, RI
• 11/2013 → 03/2019
  Bobs Stores
  Middleton, MA
• 06/2018 → 01/2019
  Dassault Systemes
  Waltham, MA
• 08/2020 → 12/2020
  Kohls
  Danvers, MA
• 06/2020 → 09/2020
  Eagles Strategies Llc
  Waltham, MA
• 10/2020 → 11/2020
  Fidelity Brokerage Services Llc
  Boston, MA
• 12/2020 → 08/2021
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 01/2022 → Present
  Rachel James
  Woburn, MA
• 01/2022 → Present
  Northwestern Mutual Investment Services Llc
  Woburn, MA
• 03/2022 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2022 → Present
  Carl Lipani
  Woburn, MA
• 08/2025 → Present
  Rachels Room
  Woburn, MA

Previous Registrations

• 2021-01-06 → 2021-09-22
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2020-06-22 → 2020-09-30
  Eagle Strategies Llc
  Waltham, MA

Other Businesses

1. 100% OWNER, QUALITYBUYDIRECT, 15 ALTON ST UNIT 9, LOWELL, , MASSACHUSETTS, 01852, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 1/24/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SELLING ITEMS ON AMAZON 2. 100% OWNER, NOTARY PUBLIC, 15 ALTON ST, LOWELL, , MASSACHUSETTS, 01852, UNITED STATES OF AMERICA, NOTARY, START DATE: 12/6/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COMMISSIONED NOTARY PUBLIC IN MA - NOTARIZING DOCUMENTS 3. FOOD DELIVERY, UBER EATS AND GRUBHUB, N/A, NA, , MASSACHUSETTS, 01852, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 05/22/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, NON-INVESTMENT RELATED. 4. SUPPORT, RACHEL'S ROOM, GENERAL EMPLOYMENT, START DATE: 08/19/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, SUPPORTING RACHEL'S ROOM. NON-INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-11
• S63 Uniform Securities Agent State Law Examination
  2019-12-06

Other Names

• Kevin Swansburg