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Current Employers
Bluebird Wealth Management Llc

266 Main Street Suite 19B, Medfield, MA 02052 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-11-30
  • MA RA
    APPROVED
    Since 2020-11-30

Branch Locations

12 Oakland Street Suite 308, Amesbury, MA 01913 • United States

266 Main Street Suite 19B, Medfield, MA 02052 • 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
Fidelity Investments Cambridge MA 10/2010 09/2019
Fisher Investments Camas WA 10/2019 09/2020
Unemployed West Newbury MA 09/2020 11/2020
Bluebird Wealth Management Llc West Newbury MA 11/2020 Present
Previous Registrations
  • 2019-11-27 → 2020-09-28
    West Newbury, MA
    Plano, TX
    Charlestown, MA
  • 2018-07-13 → 2019-09-25
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2013-05-28 → 2018-07-13
    Boston, MA
    Houston, TX
    Cambridge, MA
Other Businesses

(1.) NAME OF OBA: HAVERHILL COUNTRY CLUB FINANCE COMMITTEE; ADDRESS OF OBA: HAVERHILL, MA 01830; NATURE: VOLUNTEER COMMITTEE POSITIONS; INVESTMENT RELATED: NO; TITLE WITH OBA: COMMITTEE MEMBER; DUTIES: PART OF THE FINANCE COMMITTEE THAT MEETS ONCE A MONTH FOR AN HOUR TO MANAGE HAVERHILL COUNTRY CLUB'S FINANCES. WE REVIEW CASH FLOW AND INVESTMENTS FOR THE CLUB AND MAKE BUDGET RECOMMENDATIONS TO THE BOARD AND BONDHOLDERS; START DATE: 05/01/2025; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: RENTAL PROPERTY; ADDRESS OF OBA: CHARLESTOWN, MA 02129; NATURE: RENTAL PROPERTY; INVESTMENT RELATED: NO; TITLE WITH OBA: RENTAL PROPERTY OWNER; DUTIES: I OWN A RENTAL PROPERTY WITH MY WIFE. I DO NOT MANAGE THE PROPERTY; START DATE: 09/01/2020; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-27
S63 Uniform Securities Agent State Law Examination 2011-01-14
  • S66 Uniform Combined State Law Examination
    2012-04-27
  • S63 Uniform Securities Agent State Law Examination
    2011-01-14
Designations
Other Names
  • Keith Corbett
  • Keith Corbett

View on SEC IAPD

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