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Inactive

Francesca M Lanza

Winthrop Wealth

Boston, MA

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Current Employers
Winthrop Wealth

321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-11
MA RA APPROVED 2022-11-02
  • TX RA
    APPROVED_RES
    Since 2025-04-11
  • MA RA
    APPROVED
    Since 2022-11-02

Branch Locations

321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • 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
Wahlburgers Lynnfield MA 04/2016 01/2021
Travelex Burlington MA 11/2018 08/2019
Wahlburgers Lynnfield MA 05/2020 07/2020
University Of Massachusetts-Amherst Amherst MA 09/2017 05/2021
Eaton Vance Boston MA 06/2021 04/2022
Eaton Vance Boston MA 06/2020 08/2020
Bishop Fenwick High School Peabody MA 09/2013 05/2017
Eaton Vance Boston MA 04/2022 09/2022
Lpl Financial Llc Boston MA 10/2022 11/2024
Winthrop Wealth Boston MA 10/2022 Present
  • 04/2016 → 01/2021
    Wahlburgers
    Lynnfield, MA
  • 11/2018 → 08/2019
    Travelex
    Burlington, MA
  • 05/2020 → 07/2020
    Wahlburgers
    Lynnfield, MA
  • 09/2017 → 05/2021
    University Of Massachusetts-Amherst
    Amherst, MA
  • 06/2021 → 04/2022
    Eaton Vance
    Boston, MA
  • 06/2020 → 08/2020
    Eaton Vance
    Boston, MA
  • 09/2013 → 05/2017
    Bishop Fenwick High School
    Peabody, MA
  • 04/2022 → 09/2022
    Eaton Vance
    Boston, MA
  • 10/2022 → 11/2024
    Lpl Financial Llc
    Boston, MA
  • 10/2022 → Present
    Winthrop Wealth
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-23
  • S66 Uniform Combined State Law Examination
    2022-05-23
Other Names
  • Francesca Maria Lanza
  • Francesca Lanza
  • Fran M Lanza

View on SEC IAPD

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JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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