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Current Employers
Sentinel Pension Advisors, Llc.

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-07
NH RA APPROVED 2021-10-20
RI RA APPROVED 2017-01-09
MA RA APPROVED 2002-07-25
  • TX RA
    APPROVED
    Since 2024-06-07
  • NH RA
    APPROVED
    Since 2021-10-20
  • RI RA
    APPROVED
    Since 2017-01-09
  • MA RA
    APPROVED
    Since 2002-07-25

Branch Locations

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • 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
Sentinel Securities Inc Wakefield MA 02/2000 Present
Sentinel Pension Advisors Reading MA 07/2002 Present
Sentinel Management Company, Llc Reading MA 01/2007 Present
  • 02/2000 → Present
    Sentinel Securities Inc
    Wakefield, MA
  • 07/2002 → Present
    Sentinel Pension Advisors
    Reading, MA
  • 01/2007 → Present
    Sentinel Management Company, Llc
    Reading, MA
Other Businesses

SENTINEL MANAGEMENT COMPANY LLC. 100 Quannapowitt Parkway, Suite 402, Wakefield, MA 01880. MEMBER OF LLC. DATE OF INCEPTION JANUARY 2, 2007. NATURE OF BUSINESS: MANAGEMENT COMPANY. 40 HOURS PER WEEK PERFORMING MANAGEMENT SERVICES FOR SENTINEL SECURITIES LLC, SENTINEL PENSION ADVISORS LLC, SENTINEL BENEFITS GROUP LLC, SENTINEL INSURANCE AGENCY LLC. COMPENSATION PAID BASED ON PERFORMANCE OF CONSOLIDATED COMPANIES EBITDA, FROM FOCUS FINANCIAL PARTNERS, LLC. THE PORTION RELATING TO SENTINEL SECURITIES AND SENTINEL PENSION ADVISORS IS INVESTMENT RELATED. FULL TIME WORK IS PERFORMED DURING TRADING HOURS OF 9:30-4.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-02-27
  • S63 Uniform Securities Agent State Law Examination
    1996-02-27
Designations
Other Names
  • Jim Carnevale

View on SEC IAPD

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