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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Wealth Advisors, Llc | Rockland | MA | 09/2023 | Present |
| Veritas Boston Wealth Management | Rockland | MA | 01/2023 | 09/2023 |
| Bny Mellon | Everett | MA | 10/2007 | 12/2022 |
1) Veritas Boston Wealth Management - RIA DBA - Inv Related Rockford, MA. Investment advisory and financial planning. Client Service Manager, start date 1/3/2023. 160 hours/month, 130 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-06 |
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