Grigoriy Grinshteyn

Current Employers

Cadence Wealth Management Llc

1800 West Park Drive Suite 330, Westborough, MA 01581 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2016-03-16

MA RA
APPROVED

Since 2016-03-16

Branch Locations

1800 West Park Drive Suite 330, Westborough, MA 01581 • 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

Organization	City	State	From	To
Purshe Kaplan Sterling Investments	Albany	NY	10/2010	Present
Cadence Wealth Management Llc	Westborough	MA	10/2010	Present

10/2010 → Present

Purshe Kaplan Sterling Investments

Albany, NY
10/2010 → Present

Cadence Wealth Management Llc

Westborough, MA

Other Businesses

1. CADENCE WEALTH MGMT, RIA, 1800 WEST PARTK DR WESTBOROUGH MA 01581, IAR INVESTMENT RELATED, 10/01/10 2) ASH BROKERAGE. INVESTMENT RELATED. 7609 W. JEFFERSON BLVD, FORT WAYNE, IM 46804. FIXED INSURANCE. AGENT. 01/2013. 10 HRS/MO. SELL TERM LIFE, DISABILITY, LONG TERM CARE. PKS FINANCIAL SERVICES; INVESTMENT RELATED 80 STATE ST, ALBANY, NY 12207; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS START DATE: 10/1/10

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-07-29

S66 Uniform Combined State Law Examination

2005-07-29

View on SEC IAPD

Current Employers

Cadence Wealth Management Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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