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120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-06 |
Branch Locations
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States
1 Van De Graff Drive Suite 501, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Kraematon Group, Inc | Wellesley | MA | 10/1998 | 11/2018 |
| Donegal Securities, Inc. | Wellesley | MA | 01/2004 | 01/2019 |
| Donegal Insurance Agency, Inc. | Wellesley | MA | 04/2004 | 01/2019 |
| Donegal Investment Advisors, Inc. | Wellesley | MA | 08/2012 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 07/2018 | 10/2025 |
| Accelerate Investment Advisors | Aliso Viejo | CA | 10/2025 | Present |
| Alkeme Financial Services Llc | Burlington | MA | 04/2024 | Present |
Retirement Plan Advisor DBA Axial Benefits Group; as of 4/15/2024; 100% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-12-06 |
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