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Courtney Claire Summa

Centerpoint Advisors, LLC

Needham, MA

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Current Employers
Centerpoint Advisors, Llc

175 Highland Avenue Suite 302, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-06-13
  • MA RA
    APPROVED
    Since 2018-06-13

Branch Locations

175 Highland Avenue Suite 302, Needham, MA 02494 • 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
Centerpoint Advisors, Llc Needham MA 06/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-14
  • S65 Uniform Investment Adviser Law Examination
    2018-04-14
Other Names
  • Courtney Claire Faria

View on SEC IAPD

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Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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