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9 Pond Lane Suite 3A, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-21 |
| MA | RA | APPROVED | 2021-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frito Lay | Wilmington | MA | 06/2014 | 11/2017 |
| Guardian Life Insurance Company Of America | Needham | MA | 01/2018 | Present |
| Park Avenue Securities | Needham | MA | 09/2018 | 10/2021 |
| Twelve Points Wealth Management | Concord | MA | 10/2021 | Present |
| Twelve Points Wealth Management | Concord | MA | 10/2021 | Present |
| The Bulfinch Group | Needham | MA | 01/2018 | 10/2021 |
1) Outside Insurance Business; Investment related: No; Location: 02026; Description: Previous insurance commissions trails; Position Title: Insurance Agent; Responsibilities Duties: Insurance sales; Start date: 2018-01-01; Hours during trading hours: 0; Hours outside trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
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