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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-08-27 |
| MA | RA | APPROVED | 2026-08-24 |
| TX | RA | APPROVED | 2026-08-15 |
| WI | RA | APPROVED | 2026-07-08 |
| PA | RA | APPROVED | 2026-06-26 |
| ID | RA | APPROVED | 2026-05-27 |
| NC | RA | APPROVED | 2026-05-11 |
| KS | RA | APPROVED | 2026-04-30 |
| FL | RA | APPROVED | 2026-03-11 |
| CT | RA | APPROVED | 2025-10-14 |
| MI | RA | APPROVED | 2025-08-26 |
Branch Locations
3001 W Big Beaver Rd #302, Troy, MI 48084 • United States
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Coffee Bureau | Sterling Heighs | MI | 09/2015 | 10/2018 |
| Lindi Truck Center | Romulus | MI | 09/2015 | 12/2016 |
| Ltc Truck Parts | Troy | MI | 03/2017 | 08/2021 |
| Is6 Systems | Sterling Heights | MI | 09/2021 | 09/2024 |
| Unemployed | Sterling Heights | MI | 10/2024 | 12/2024 |
| Equitable Advisors, Llc | New York | NY | 12/2024 | 05/2025 |
| Sentinel Pension Advisors Llc. | Wakefield | MA | 08/2025 | Present |
| Unemployed | Sterling Heights | MI | 06/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-25 |
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