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Current Employers
Familywealth Asset Management

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-01-26
  • MA RA
    APPROVED
    Since 2021-01-26

Branch Locations

20 Cabot Blvd Suite 300, Masfield, MA 02048 • United States

Familywealth

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-01-26
  • MA RA
    APPROVED
    Since 2021-01-26

Branch Locations

521 Mt Hope Street Suite 300, North Attleboro, MA 02760 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Freedom America Retirement Services Of New England Llc Mansfield MA 01/2018 Present
Voya Financial Braintree MA 04/2014 06/2017
Unemployed Mansfield MA 06/2017 12/2017
  • 01/2018 → Present
    Freedom America Retirement Services Of New England Llc
    Mansfield, MA
  • 04/2014 → 06/2017
    Voya Financial
    Braintree, MA
  • 06/2017 → 12/2017
    Unemployed
    Mansfield, MA
Other Businesses

President, Freedom America Retirement Services of New England, LLC, Insurance agent offering fixed insurance products. 20 Cabot Blvd, Suite 300, Mansfield, MA 02048. Primary business, non-investment related, started January, 2018, incorporating 40 hours/week mostly during market hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-12
  • S65 Uniform Investment Adviser Law Examination
    2020-12-12

View on SEC IAPD

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