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166 Winthrop Ave, Revere, MA 02151 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-06-08 |
Branch Locations
166 Winthrop Ave, Revere, MA 02151 • United States
55 Ferncroft Road Suite 305, Danvers, MA 01923 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2007-03-06 |
Branch Locations
55 Ferncroft Road Suite 305, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mwa Asset Management | Danvers | MA | 12/2006 | Present |
| Insurance - Non Variable | Wellesley | MA | 08/2007 | 06/2017 |
| Triad Advisors, Inc. | Norcross | GA | 08/2013 | 03/2017 |
| Alc Advisory (Aurora Leslie Llc) | Lexington | MA | 01/2015 | 04/2019 |
| Lattanzi Financial | Revere | MA | 06/2017 | Present |
| Rorcha Llc | Lynnfield | MA | 01/2019 | Present |
Rorcha LLC; Owner/Director, NON-INVESTMENT BUSINESS Business Consulting 1 HR/Week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-23 |
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