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128 School Street, Walpole, MA 02081-1802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montis Financial, Llc | Waltham | MA | 04/2022 | 07/2024 |
| Mary Kay Cosmetics | Jamaica Plain | MA | 01/2010 | 12/2021 |
| Unemployed | Jamaica Plain | MA | 12/2021 | 04/2022 |
| Sound View Financial Advisors | Walpole | MA | 08/2024 | Present |
Breakthrough Exam Prep; Not investment related; 74 Fountain Street West Newton, Massachusetts, 02465; Tutoring CFP candidates; Tutor; Tutor; November 1, 2025; Total hours per month 8; Total hours during securities trading hours 0; Tutoring;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-05 |
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