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9 Pond Lane Suite 3A, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Groton-Dunstable Regional Hs | Groton | MA | 09/2016 | 06/2020 |
| Salt & Light Cafe | Groton | MA | 02/2018 | 10/2019 |
| Seoul Kitchen Restaurant | Westford | MA | 07/2020 | 09/2020 |
| Lui Lui Restaurant | Nashua | NH | 05/2021 | 08/2021 |
| Northeast Planning Associates | Nashua | NH | 05/2023 | 08/2023 |
| Clemson University | Clemson | SC | 08/2020 | 05/2024 |
| Twelve Points Wealth Management | Concord | MA | 06/2024 | Present |
Name of other business: KristyAlbert LLC; Is business Investment related: No; Address of other business: 91 Heather Road, Dracut, MA 01850; Nature of other business: Restaurant; Your position: Bartender; Start date of relationship: 05/2021; Approx. # of hours /month devote to other business: 30; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Runs the restaurant at Summer Village in Westford, MA; Bartender of the restaurant in Summer Village.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
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