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Current Employers
Peak Wealth Management Llc

20 Trafalgar Sq Suite 404, Nashua, NH 03063 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-11-02
  • NH RA
    APPROVED
    Since 2022-11-02

Branch Locations

20 Trafalgar Sq Suite 404, Nashua, NH 03063 • United States

Melrose, 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
Pfs Investments Inc. Lynn MA 03/2022 09/2022
Primerica Financial Services Lynn MA 11/2021 09/2022
Deloitte Consulting Llp Boston MA 01/2012 09/2017
Boston Consulting Group Boston MA 09/2017 09/2019
Azurity Pharmaceuticals Woburn MA 09/2019 12/2021
Peak Wealth Management Llc Nashua NH 10/2022 Present
  • 03/2022 → 09/2022
    Lynn, MA
  • 11/2021 → 09/2022
    Primerica Financial Services
    Lynn, MA
  • 01/2012 → 09/2017
    Deloitte Consulting Llp
    Boston, MA
  • 09/2017 → 09/2019
    Boston Consulting Group
    Boston, MA
  • 09/2019 → 12/2021
    Azurity Pharmaceuticals
    Woburn, MA
  • 10/2022 → Present
    Nashua, NH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-06
S63 Uniform Securities Agent State Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-05-06
  • S63 Uniform Securities Agent State Law Examination
    2022-04-15

View on SEC IAPD

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