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100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-21 |
Branch Locations
100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adviser Investments | Newton | MA | 04/2018 | 10/2022 |
| Bny Mellon | Lake Mary | FL | 01/2008 | 03/2018 |
| Sageview Advisory Group, Llc | Newport Beach | CA | 10/2022 | 01/2026 |
| Sentinel Pension Advisors, Llc | Wakefield | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-19 |
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