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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-08-03
  • NH RA
    APPROVED
    Since 2026-08-03

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

South Hampton, NH • United States

Sachetta, Llc

600 Market Street Suite 684, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-10-09
  • MA RA
    APPROVED
    Since 2019-10-09

Branch Locations

600 Market Street Suite 684, Lynnfield, MA 01940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sachetta & Callahan, Llc Lynnfield MA 09/2014 07/2026
Allworth Financial South Hampton NH 07/2026 Present
  • 09/2014 → 07/2026
    Sachetta & Callahan, Llc
    Lynnfield, MA
  • 07/2026 → Present
    Allworth Financial
    South Hampton, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-09
  • S65 Uniform Investment Adviser Law Examination
    2019-10-09

View on SEC IAPD

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