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Current Employers
Twelve Points Wealth Management

9 Pond Lane Suite 3A, Concord, MA 01742 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-19
  • MA RA
    APPROVED
    Since 2026-05-19

Branch Locations

9 Pond Lane Suite 3A, Concord, MA 01742 • 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
Waters Corporation Milford MA 07/2024 09/2024
Alegeus Technologies Waltham MA 06/2025 08/2025
University Of Connecticut Storrs CT 09/2021 05/2025
Twelve Points Wealth Management Concord MA 07/2025 Present
Noble And Greenough School Dedhma MA 09/2015 06/2021
  • 07/2024 → 09/2024
    Waters Corporation
    Milford, MA
  • 06/2025 → 08/2025
    Alegeus Technologies
    Waltham, MA
  • 09/2021 → 05/2025
    University Of Connecticut
    Storrs, CT
  • 07/2025 → Present
    Concord, MA
  • 09/2015 → 06/2021
    Noble And Greenough School
    Dedhma, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-23
  • S65 Uniform Investment Adviser Law Examination
    2026-04-23

View on SEC IAPD

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