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9 Pond Lane Suite 3A, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-23 |
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