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93 Worcester Street Suite 101, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-09 |
| MA | RA | APPROVED | 2020-02-11 |
Branch Locations
93 Worcester Street Suite 101, Wellesley, MA 02481 • United States
Waltham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Financial Management | Wellesley | MA | 10/2014 | Present |
| Law Office Of Rita Sud | Belmont | MA | 09/2017 | 04/2018 |
| Northeastern University | Boston | MA | 05/2017 | 08/2019 |
(1.) NAME OF OBA: NOTARY PUBLIC; ADDRESS OF OBA: WALTHAM, MA 02452; NATURE: NOTARY PUBLIC COMMONWEALTH OF MA; INVESTMENT RELATED: NO; TITLE WITH OBA: NOTARY PUBLIC; DUTIES: NOTARY PUBLIC; START DATE: 08/01/2016; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (2.) NAME OF OBA: MASSACHUSETTS REAL ESTATE SALESPERSON; ADDRESS OF OBA: WALTHAM, MA 02452; NATURE: REAL ESTATE SALES (INACTIVE); INVESTMENT RELATED: NO; TITLE WITH OBA: SALESPERSON; DUTIES: REAL ESTATE SALES (INACTIVE); START DATE: 02/01/2016; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-06 |
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