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Current Employers
Brightree Wealth Management, Llc

Las Vegas, NV • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-03-01
  • HI RA
    APPROVED
    Since 2025-03-01

Branch Locations

104 Whitehall Road Apt. 3, Amesbury, MA 01913 • United States

Las Vegas, NV • 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
Brighttree Financial Las Vegas NV 04/2023 Present
Massachusetts General Hospital Boston MA 01/2021 01/2025
Los Alamos National Laboratory Los Alamos NM 06/2019 08/2019
University Of Massachusetts Lowell Lowell MA 09/2019 12/2024
University Of Massachusetts Lowell Lowell MA 09/2017 06/2019
Massachusetts Institute Of Technology Cambridge MA 05/2017 09/2017
Massachusetts Institute Of Technology Cambridge MA 09/2013 05/2017
  • 04/2023 → Present
    Brighttree Financial
    Las Vegas, NV
  • 01/2021 → 01/2025
    Massachusetts General Hospital
    Boston, MA
  • 06/2019 → 08/2019
    Los Alamos National Laboratory
    Los Alamos, NM
  • 09/2019 → 12/2024
    University Of Massachusetts Lowell
    Lowell, MA
  • 09/2017 → 06/2019
    University Of Massachusetts Lowell
    Lowell, MA
  • 05/2017 → 09/2017
    Massachusetts Institute Of Technology
    Cambridge, MA
  • 09/2013 → 05/2017
    Massachusetts Institute Of Technology
    Cambridge, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-22
  • S65 Uniform Investment Adviser Law Examination
    2025-02-22

View on SEC IAPD

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