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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-06-03 |
| TX | RA | APPROVED | 2021-04-07 |
Branch Locations
One International Place, Boston, MA 02110-2600 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windhaven Investment Management | Boston | MA | 06/2009 | 10/2017 |
| Unemployed | Waban | MA | 10/2017 | 09/2019 |
| Jason D'ENtremont | Woburn | MA | 09/2019 | 03/2021 |
| Northwestern Mutual Investment Services | Woburn | MA | 09/2019 | 03/2021 |
| Charles Schwab & Co., Inc. | Boston | MA | 03/2021 | Present |
| Schwab Wealth Advisory Inc | Boston | MA | 03/2021 | Present |
1) Worcester Academy | Investment Related:No|81 Providence Street|Worcester|MA|01604|USA|Nonprofit Charitable Organizations|Board of Trustees|9/28/2012|Less than 20|0|As a trustee, I offer my opinion on the school's strategic direction.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
| S66 | Uniform Combined State Law Examination | 2009-06-24 |
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