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300 Tradecenter, Suite 5700, Woburn, MA 01801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-21 |
Branch Locations
300 Tradecenter, Suite 5700, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Boston | MA | 01/2005 | Present |
| Alta Wealth Advisors Llc | Woburn | MA | 07/2025 | Present |
1. 02/28/2017 - Finn Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2017 - 160 Hours Per Month/0 Hours During Securities Trading. 2) 07/11/2025 - Alta Wealth Advisors, LLC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:05/28/2025 - 40 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Alta Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-21 |
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