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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-07-07 |
| TX | RA | APPROVED | 2022-06-29 |
Branch Locations
20 Burlington Mall Road Suite 251, Burlington, MA 01803 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank Na | Dedham | MA | 04/2014 | 10/2016 |
| Santander Securities Llc | San Juan | PR | 02/2015 | 10/2016 |
| Citizens Bank | Somerville | MA | 10/2016 | 12/2017 |
| Citizens Securities, Inc. | Somerville | MA | 12/2017 | 06/2022 |
| Kestra Investment Services, Llc | Burlington | MA | 06/2022 | Present |
| Kestra Private Wealth, Llc | Burlington | MA | 06/2022 | Present |
NORTHEAST INVESTMENT GROUP POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/29/2022 ADDRESS: 20 Burlington Mall Rd, Suite 251, Burlington MA 01803, United States DESCRIPTION: Providing financial planning and investment management services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-16 |
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