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Current Employers
Allworth Financial, L.P.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
  • MA RA
    APPROVED
    Since 2026-08-11

Branch Locations

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

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

Sachetta, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-17
  • MA RA
    APPROVED
    Since 2025-09-17

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
Keenan Financial Boston MA 06/2024 01/2025
Wesleyan University Residential Office Middletown CT 08/2022 05/2024
Roxbury Prep High School Boston MA 08/2016 06/2020
Wesleyan University Middletown CT 08/2020 05/2024
Mathtalk Cambridge MA 06/2023 08/2023
Wesleyan Rj Julia Bookstore Middletown CT 08/2021 12/2022
Target Boston MA 06/2023 01/2025
Bon Appétit Middletown CT 01/2023 05/2024
Marshalls Boston MA 04/2019 08/2020
Abcd ; Medicine Wheel Productionw Boston MA 06/2017 08/2017
Allied Universal Boston MA 04/2025 08/2025
Sachetta, Llc Lynnfield MA 09/2025 07/2026
Allworth Financial Lynnfield MA 07/2026 Present
  • 06/2024 → 01/2025
    Boston, MA
  • 08/2022 → 05/2024
    Wesleyan University Residential Office
    Middletown, CT
  • 08/2016 → 06/2020
    Roxbury Prep High School
    Boston, MA
  • 08/2020 → 05/2024
    Wesleyan University
    Middletown, CT
  • 06/2023 → 08/2023
    Mathtalk
    Cambridge, MA
  • 08/2021 → 12/2022
    Wesleyan Rj Julia Bookstore
    Middletown, CT
  • 06/2023 → 01/2025
    Target
    Boston, MA
  • 01/2023 → 05/2024
    Bon Appétit
    Middletown, CT
  • 04/2019 → 08/2020
    Marshalls
    Boston, MA
  • 06/2017 → 08/2017
    Abcd ; Medicine Wheel Productionw
    Boston, MA
  • 04/2025 → 08/2025
    Allied Universal
    Boston, MA
  • 09/2025 → 07/2026
    Lynnfield, MA
  • 07/2026 → Present
    Allworth Financial
    Lynnfield, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-26
  • S65 Uniform Investment Adviser Law Examination
    2024-12-26
Other Names
  • Kevin Sanchez Tejeda

View on SEC IAPD

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