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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-09 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
25 Burlington Mall Rd Suite 405, Town Of Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellesley Asset Management, Inc. | Wellesley | MA | 09/2013 | 03/2020 |
| Northern Lights Distributors, Llc | Omaha | NE | 09/2013 | 12/2016 |
| Foreside Fund Services, Llc | Wellesley | MA | 01/2017 | 03/2020 |
| Windham Capital Management, Llc | Boston | MA | 06/2021 | 11/2021 |
| Unemployed | Medfield | MA | 04/2020 | 05/2021 |
| Homestead Financial Services Corp. | Arlington | VA | 05/2022 | 06/2026 |
| Homestead Advisers Corp. | Arlington | VA | 05/2022 | 01/2025 |
| Unemployed | Medfield | MA | 12/2021 | 05/2022 |
| Homestead Advisers Corp. | Arlington | VA | 01/2025 | 06/2026 |
| Edelman Financial Engines | Santa Clara | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-03 |
| S65 | Uniform Investment Adviser Law Examination | 2011-12-15 |
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