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225 Dyer Street, Providence, RI 02903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2022-12-06 |
| MA | RA | APPROVED | 2022-07-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Investments | Charlotte | NC | 03/2015 | 11/2020 |
| Quasar Distributors, Llc | Milwaukee | WI | 12/2015 | 11/2020 |
| Lodestar Wealth | Boston | MA | 11/2020 | Present |
| Lodestar Wealth, Llc | Boston | MA | 05/2022 | Present |
| Lodestar Wealth, Llc | Boston | MA | 12/2022 | Present |
I help support a startup healthcare financial technology firm of which I receive no commission or any other form of compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-28 |
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