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122 R Washington St, Marblehead, MA 01945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| NY | RA | APPROVED | 2021-04-28 |
| MA | RA | APPROVED | 2016-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tqm Wealth Partners, Llc | Marblehead | MA | 02/2016 | Present |
(1) 2015-PRESENT: SALEM STATE UNIVERSITY/NOT INVESTMENT RELATED/SALEM, MA/BOARD OF TRUSTEES OVERSEER/NON-PROFIT/INVOLVES LESS THAN 1% TIME EACH MONTH; TYPICALLY AFTER TRADITIONAL BUSINESS HOURS.// (2) 2015-PRESENT: THE LEGACY DIALOGUES/NOT INVESTMENT RELATED/MARBELHEAD, MA/PRESIDENT/NON-PROFIT/INVOLVES LESS THAN 10% TIME EACH MONTH; TYPICALLY AFTER TRADITIONAL BUSINESS HOURS.// (3) 2018-PRESENT: THE LEGACY DIALOGUES, LLC/NOT INVESTMENT RELATED/FOUNDER/ PROVIDES EDUCATIONAL PROGRAMS AND RESOURCES ON PHILANTHROPY; NON-COMPENSATED POSITION. // (4) 2016-PRESENT: INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/MARBLEHEAD, MA/INSURANCE AGENT/INSURANCE SALES & SERVICE VIA UNAFFILIATED ISSUERS & AGENCIES/INVOLVES LESS THAN 10% TIME EACH MONTH, INCLUDING DURING TRADITIONAL BUSINESS HOURS.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-15 |
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