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300 Tradecenter, Suite 5700, Woburn, MA 01801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-24 |
Branch Locations
300 Tradecenter, Suite 5700, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Southborough | MA | 07/2023 | 02/2026 |
| Mml Investors Services, Llc | Southborough | MA | 05/2022 | 11/2022 |
| Hbi | Weston | MA | 06/2016 | 08/2018 |
| Charles River Automotive | Watertown | MA | 06/2015 | 02/2026 |
| Pw Ryan Company | Waltham | MA | 07/2020 | 01/2021 |
| Upcycle Inc. | Framingham | MA | 03/2020 | 08/2021 |
| Varsity Movers | Hopkinton | MA | 06/2021 | 06/2023 |
| Baystate Financial | Southborough | MA | 06/2022 | 08/2022 |
| Alta Wealth Advisors Llc | Woburn | MA | 02/2026 | Present |
| Umass Amherst | Amherst | MA | 09/2019 | 05/2023 |
| Baystate Financial | Southborough | MA | 07/2023 | 02/2026 |
| Massmutual Life Insurance Co | Southborough | MA | 04/2024 | 02/2026 |
| Lpl Financial Llc | Woburn | MA | 02/2026 | Present |
1. 02/2026 - Alta Wealth Advisors- DBA for LPL Business (entity for LPL business) - Inv Related - 173 Hour(s)/Month - 137 Hour(s) During Trading - Waltham MA 02451 - OBA Start Date: 02/23/2026 2. 02/25/2026 - Alta Wealth Advisors LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 02/23/2026 - 170 hours per month/ 137 hours during trading - I provide investment advisory services through Alta Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 170 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-04 |
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