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9 Pond Lane Suite 3A, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hale Middle School | Stow | MA | 09/2014 | 06/2017 |
| Middlesex School | Concord | MA | 09/2017 | 05/2021 |
| Bryant University | Smithfield | RI | 09/2021 | 05/2025 |
| Twelve Points Academy | Concord | MA | 05/2025 | Present |
| Twelve Points Wealth Management | Concord | MA | 11/2025 | Present |
| Unemployed | Stow | MA | 06/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
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