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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 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
600 Market Street Suite 684, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
Branch Locations
600 Market Street Suite 684, Lynnfield, MA 01940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-26 |
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