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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-04 |
Branch Locations
203 Crescent Street Suite 404, Waltham, MA 02453 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 02/2003 | 09/2016 |
| Sensible Financial Planning And Management, Llc | Waltham | MA | 08/2017 | 05/2019 |
| Unemployed | Lincoln | MA | 10/2016 | 07/2017 |
| Sensible Financial Planning And Management, Llc | Waltham | MA | 05/2019 | 02/2022 |
| Sensible Financial Planning And Management, Llc | Waltham | MA | 03/2022 | 09/2025 |
| Beacon Pointe Advisors, Llc | Waltham | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-23 |
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