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144 North Road Suite 1150, Sudbury, MA 01776 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-26 |
Branch Locations
144 North Road Suite 1150, Sudbury, MA 01776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York City | NY | 06/2013 | 08/2017 |
| Dwight Capital | New York City | NY | 08/2017 | 08/2018 |
| Rubenstein Partners | Philadelphia | PA | 09/2018 | 04/2019 |
| Goldoller Real Estate Investments | Philadelphia | PA | 05/2019 | 05/2022 |
| Dra Advisors Llc | New York City | NY | 05/2022 | 12/2024 |
| Optiwealth Llc | Sudbury | MA | 09/2024 | Present |
| Optiwealth Llc | Sudbury | MA | 06/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-10 |
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