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Beth Lee Lundberg

Hawthorne Wellman Financial Planning, LLC

Tyngsboro, MA

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Current Employers
Hawthorne Wellman Financial Planning, Llc

Tyngsboro, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-05-24
  • MA RA
    APPROVED
    Since 2022-05-24

Branch Locations

Tyngsboro, MA • 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
Hawthorne Wellman Financial Partners Tyngsborough MA 03/2021 Present
Zeiders Enterprises 2750 Killarney Dr # 100 VA 01/2017 01/2022
Hawthorne Wellman, Llc Tyngsborough MA 07/2017 12/2020
Self-Employed Tyngsborough MA 07/2013 01/2017
  • 03/2021 → Present
    Hawthorne Wellman Financial Partners
    Tyngsborough, MA
  • 01/2017 → 01/2022
    Zeiders Enterprises
    2750 Killarney Dr # 100, VA
  • 07/2017 → 12/2020
    Hawthorne Wellman, Llc
    Tyngsborough, MA
  • 07/2013 → 01/2017
    Self-Employed
    Tyngsborough, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-01
  • S65 Uniform Investment Adviser Law Examination
    2020-08-01
Designations
Other Names
  • Beth Ann Lee

View on SEC IAPD

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