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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-21 |
| CO | RA | APPROVED | 2018-11-02 |
| MA | RA | APPROVED | 2018-11-02 |
Branch Locations
301 Edgewater Place Suite 306, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Jhfn | Andover | MA | 07/2011 | 11/2018 |
| Osaic Wealth, Inc. | Andover | MA | 11/2018 | Present |
1) BOSTON PARTNERS WEALTH MANAGEMENT POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 08/01/2011 ADDRESS: 3314 Waterside Dr., Coventry OH 44319, United States DESCRIPTION: Other 2) BOSTON PARTNERS WEALTH MANAGEMENT- FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2011 ADDRESS: 3314 Waterside Dr., Coventry OH 44319, United States DESCRIPTION: sales/ marketing fixed annuity and non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-31 |
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