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955 West Main Street, Abingdon, VA 24210-2427 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-10-25 |
| TX | RA | APPROVED_RES | 2021-10-19 |
Branch Locations
955 West Main Street, Abingdon, VA 24210-2427 • United States
1 Kelley Square Suite 302, Worcester, MA 01610 • United States
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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 06/2003 | 09/2016 |
| Coppertree, Llc | Shrewsbury | MA | 03/2011 | Present |
| Concord Wealth Partners | Worcester | MA | 10/2021 | Present |
Insurance Sales - Implemented through the individual appx 3 hours a week during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-13 |
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