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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
| NH | RA | APPROVED | 2026-05-13 |
Branch Locations
92 Montvale Avenue, Suite 2050, Stoneham, MA 02180 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stumm Financial Services | Newton Center | MA | 05/2014 | 10/2016 |
| Lpl Financial, Llc | Newton Center | MA | 04/2014 | 05/2022 |
| Salem Five Investment Services | Newton Center | MA | 10/2016 | 05/2022 |
| Financially In Tune | Stoneham | MA | 05/2022 | 08/2026 |
| Beacon Pointe Advisors, Llc | Stoneham | MA | 05/2026 | Present |
(1) Real Estate Rental: Belmont, MA; Non-investment related; Position/Title: Co-owner; Start date: 03/01/2025; 0 HRS/MO during trading hours, 0 HRS/MO spent per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-29 |
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