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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-05-25 |
| RI | RA | APPROVED | 2021-03-19 |
| MA | RA | APPROVED | 2021-03-16 |
| PA | RA | APPROVED | 2021-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2014 | 01/2021 |
| Osaic Wealth, Inc. | West Roxbury | MA | 03/2021 | Present |
1. SHELTER MUSIC BOSTON POSITION: Board Member, Finance Committee Member NATURE: Non profit corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2021 ADDRESS: 1337 MASSACHUSETTS AVE. #116, Arlington MA 02476, United States DESCRIPTION: Board member 2. MONARCH INVESTMENT ADVISORS POSITION: President NATURE: LLC Insurance sales: Life, Disability and LTC DBA for securities business INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 03/08/2021 ADDRESS: 140 Goud St. (rear), Needham Heights MA 02494, United States DESCRIPTION: Provide financial advice. Insurance sales 3. WINGS OF WELLNESS POSITION: Founder NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2025 ADDRESS: 140 Gould St., Needham Heights MA 02494, United States DESCRIPTION: Founder of the non profit associated with Monarch Investment Advisors. I will manage the non profit and events. 4. MASSACHUSETT WOMEN'S HISTORY CENTER POSITION: Advisory Committee Member NATURE: It is a Non profit. I do not have any additional knowledge about the structure. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: P.O. Box 610010, Newton MA 02461, United States DESCRIPTION: Attend ad hoc meetings. Provide feedback on topics related the non profit. 5. MASSACHUSETT WOMEN'S HISTORY CENTER POSITION: Board Member NATURE: Non profit. I do not have any additional details about the structure. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2026 ADDRESS: P.O. Box 610010, Newton MA 02461, United States DESCRIPTION: Meet quarterly to discuss board matters. 6. WOMEN IN BUSINESS SUPPER CLUB POSITION: Founder NATURE: Solo proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: PO Box 320334, West Roxbury MA 02132, United States DESCRIPTION: Networking/social organization. Host events 3-4 time per year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-02 |
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