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Inactive

Simon John Heslop

Allworth Financial, L.P.

Waltham, MA

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-03
  • MA RA
    APPROVED
    Since 2025-12-03

Branch Locations

800 South St Suite 350, Waltham, MA 02453 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
Financial Strategy Associates, Inc. Needham MA 09/2014 11/2025
Commonwealth Financial Network Waltham MA 09/2014 11/2025
Allworth Financial Waltham MA 12/2025 Present
  • 09/2014 → 11/2025
    Financial Strategy Associates, Inc.
    Needham, MA
  • 09/2014 → 11/2025
    Commonwealth Financial Network
    Waltham, MA
  • 12/2025 → Present
    Allworth Financial
    Waltham, MA
Previous Registrations
  • 2017-08-14 → 2025-12-31
    Fsa Wealth Management, Llc
    Needham, MA
  • 2011-04-25 → 2019-08-16
    Commonwealth Financial Network
    Waltham, MA
    Needham, MA
    Needham, MA
    Needham, MA
  • 2002-10-23 → 2004-12-31
    Greystone Financial Advisors
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-09-05
  • S63 Uniform Securities Agent State Law Examination
    2014-09-05
Designations

View on SEC IAPD

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