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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
600 Market Street Suite 684, Lynnfield, MA 01940 • United States
600 Market Street Suite 684, Lynnfield, MA 01940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-21 |
Branch Locations
600 Market Street Suite 684, Lynnfield, MA 01940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Winchester | MA | 06/2015 | 02/2018 |
| Axa Advisors | Wellesley | MA | 02/2018 | 05/2018 |
| Lpl Financial Llc | Chelmsford | MA | 06/2018 | 03/2019 |
| Nylife Securities Llc | Woburn | MA | 03/2019 | 10/2023 |
| Sachetta, Llc | Lynnfield | MA | 11/2023 | 07/2026 |
| Allworth Financial | Lynnfield | MA | 07/2026 | Present |
| Aw Securities | Waltham | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-29 |
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