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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-24 |
Branch Locations
301 Edgewater Place Suite 306, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parametric Portfolios | Boston | MA | 06/2023 | 06/2025 |
| New Orleans Saints And Pelicans Llc | New Orleans | LA | 06/2021 | 01/2023 |
| Xandos Construction | Winchester | MA | 05/2019 | 08/2019 |
| Jeffs Landscaping | Wakefield | MA | 05/2018 | 08/2018 |
| Richardsons Farm | Reading | MA | 06/2015 | 10/2016 |
| Delta Gamma Lsu | Baton Rouge | LA | 08/2017 | 09/2021 |
| Osaic | Wakefield | MA | 06/2025 | Present |
| Unemployed | Wakefield | MA | 01/2023 | 06/2023 |
| Unemployed | Wakefield | MA | 10/2016 | 06/2018 |
| Unemployed | Wakefield | MA | 08/2018 | 06/2019 |
1. GENX FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/06/2025 ADDRESS: 12575 Faraday Lane, Orlando FL 38287, United States DESCRIPTION: GenX Financial is the LLC that facilitates payroll and benefits for innovative financial group employees 2. BOSTON PARTNERS WEALTH MANAGEMENT LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/06/2025 ADDRESS: 301 Edgewater Pl, Wakefield MA 01880, United States DESCRIPTION: Schedule appointments, complete client paperwork, answer phone calls
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-12 |
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