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9 Pond Lane Suite 3A, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windover Construction, Inc. | Beverly | MA | 01/2011 | 07/2022 |
| Twelve Points Wealth Management | Concord | MA | 11/2022 | Present |
| Na | Concord | MA | 07/2022 | 11/2022 |
Serve as a Board of Advisor for Harborlight Homes Advisory Board in Beverly, MA - no compensation and no commissions. Tracey serves as a sponsorship committee member of the Construction Financial Management Association (CFMA) of Massachusetts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-24 |
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