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Reciprocal Wealth, LLC CRD 342207
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Medfield, MA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-13 |
Branch Locations
Waban, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keurig Green Mountain Inc. | Burlington | MA | 09/2015 | 01/2017 |
| Keurig Green Mountain Inc. | Burlington | MA | 01/2017 | 04/2018 |
| Keurig Dr Pepper Inc. | Burilngton | MA | 04/2018 | 03/2022 |
| Keurig Dr. Pepper Inc. | Burlington | MA | 03/2022 | Present |
| Reciprocal Wealth, Llc | Waban | MA | 06/2026 | Present |
1) Keurig Dr Pepper Inc.; Not investment-related; 53 South Avenue, Burlington, MA. 02468; Fortune 500 Consumer Packaged Goods company; Director, Enterprise Strategy & Transformation; Serve in the Transformation Management Office (TMO) reporting to the Chief of Staff to the CEO; Approx. 50% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-21 |
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