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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-08-21 |
| MA | RA | APPROVED | 2025-12-03 |
| NH | RA | APPROVED | 2025-11-24 |
Branch Locations
One Tech Drive Suite 210, Andover, MA 01810 • United States
3277 White Mountain Hwy, North Conway, NH 03860 • United States
7 Kilburn St Box #030, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investments/Putnam Retail Management | Andover | MA | 06/2016 | 07/2021 |
| Black Cow Tap & Grill | Newburyport | MA | 03/2015 | 08/2017 |
| Howl At The Moon | Boston | MA | 10/2014 | 10/2016 |
| Lyft | Boston | MA | 03/2018 | 07/2021 |
| Uber | Boston | MA | 02/2018 | 07/2021 |
| Fidelity Investments | Merrimack | NH | 07/2021 | 10/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| Osaic Wealth Inc | Andover | MA | 11/2025 | Present |
1. SAPPHIRE WEALTH MANAEGMENT, LLC. POSITION: Wealth Advisor NATURE: Nature: LLC Investment Related INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2025 ADDRESS: One Tech Drive, Suite 210, Andover MA 01810, United States DESCRIPTION: Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-24 |
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