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John Edward Wolfsberg

Centerpoint Advisors, LLC

Needham, MA

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Current Employers
Centerpoint Advisors, Llc

175 Highland Avenue Suite 302, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-08-02
  • MA RA
    APPROVED
    Since 2011-08-02

Branch Locations

175 Highland Avenue Suite 302, Needham, MA 02494 • 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
Centerpoint Advisors, Llc Newton MA 05/2008 Present
Detwiler Fenton & Co. Boston MA 01/2013 12/2016
Arthur W. Wood Company, Inc. Boston MA 01/2017 Present
  • 05/2008 → Present
    Centerpoint Advisors, Llc
    Newton, MA
  • 01/2013 → 12/2016
    Detwiler Fenton & Co.
    Boston, MA
  • 01/2017 → Present
    Arthur W. Wood Company, Inc.
    Boston, MA
Previous Registrations
Other Businesses

CENTERPOINT ADVISORS, LLC AN INVESTMENT RELATED ADVISORY FIRM 160 HOURS/MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-22
S63 Uniform Securities Agent State Law Examination 1995-02-06
  • S65 Uniform Investment Adviser Law Examination
    2008-02-22
  • S63 Uniform Securities Agent State Law Examination
    1995-02-06
Other Names
  • John Wolfsberg

View on SEC IAPD

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Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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