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800 South Street Suite 160, Waltham, MA 02453 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-13 |
| CA | RA | APPROVED | 2026-01-27 |
| IL | RA | APPROVED | 2025-05-09 |
Branch Locations
800 South Street Suite 160, Waltham, MA 02453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pension & Wealth Management Advisors | Waltham | MA | 04/2025 | Present |
| Rosalind Franklin University | North Chicago | IL | 10/2014 | 02/2025 |
Cannon Advisory Group, LLC; Not investment related; Highland Park, IL; Faculty Devolpment Consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-27 |
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