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Dartmouth, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dartmouth | MA | 10/2014 | 01/2026 |
| Eagle Strategies Llc | Dartmouth | MA | 03/2015 | 01/2026 |
| Guided Wealth, Llc | Dartmouth | MA | 01/2026 | Present |
1) Guided Risk Solutions, LLC; Not investment-related; Same address; Insurance agency; Owner; Owner of insurance agency; Approx. 5% of time during the month. 2) Casa de Julho; Not investment-related; Dartmouth, MA. 02747; Short-term rental property; Owner; Oversee property; Less than 5% of time during the month. 3) EVIA Properties, LLC; Not investment-related; Dartmouth, MA. 02747; Short-term rental property; Owner; Oversee property; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-03 |
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