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Tammy M Kaiser

Northpointe Financial Advisors LLC

Milton, MA

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Current Employers
Northpointe Financial Advisors Llc

Milton, MA • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-05-29
TX RA APPROVED_RES 2024-01-23
MA RA APPROVED 2023-10-13
  • IL RA
    APPROVED
    Since 2024-05-29
  • TX RA
    APPROVED_RES
    Since 2024-01-23
  • MA RA
    APPROVED
    Since 2023-10-13

Branch Locations

Milton, 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
United States Postal Service Chicago IL 07/1994 09/2018
St Xavier University Chicago IL 06/2016 05/2018
Lurie Davis Wealth Management Lynn MA 06/2022 07/2023
Retired Plainfield IL 09/2018 06/2022
Northpointe Financial Advisors Llc Milton MA 08/2023 Present
  • 07/1994 → 09/2018
    United States Postal Service
    Chicago, IL
  • 06/2016 → 05/2018
    St Xavier University
    Chicago, IL
  • 06/2022 → 07/2023
    Lurie Davis Wealth Management
    Lynn, MA
  • 09/2018 → 06/2022
    Retired
    Plainfield, IL
  • 08/2023 → Present
    Northpointe Financial Advisors Llc
    Milton, MA
Previous Registrations
Other Businesses

Tammy Kaiser is currently a Partner of Hometown Rental Solutions LLC. This activity does not take up any time during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-13
  • S65 Uniform Investment Adviser Law Examination
    2022-06-13
Other Names
  • Tammy M Durham-Kaiser
  • Tammy M Durham

View on SEC IAPD

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