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Kelly Jean Birchmore

Cabot Wealth Management

Beverly, MA

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Current Employers
Cabot Wealth Management

48 Dunham Ridge Rd Suite 2000, Beverly, MA 01915 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-23
TX RA APPROVED 2025-09-26
  • MA RA
    APPROVED
    Since 2025-12-23
  • TX RA
    APPROVED
    Since 2025-09-26

Branch Locations

48 Dunham Ridge Rd Suite 2000, Beverly, MA 01915 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cabot Wealth Management Salem MA 09/2022 Present
Align Credit Union Lowell MA 09/2016 09/2022
Stop And Shop Swampscott MA 06/2013 09/2016
  • 09/2022 → Present
    Cabot Wealth Management
    Salem, MA
  • 09/2016 → 09/2022
    Align Credit Union
    Lowell, MA
  • 06/2013 → 09/2016
    Stop And Shop
    Swampscott, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-26
  • S65 Uniform Investment Adviser Law Examination
    2025-09-26

View on SEC IAPD

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Other Offices

EASTERLY INVESTMENT PARTNERS LLC · BEVERLY, MA
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC · BEVERLY, MA
BROOKWOOD ADVISORS, LLC · BEVERLY, MA
WELLS FARGO CLEARING SERVICES, LLC · BEVERLY, MA
US ADVISORY GROUP · BEVERLY, MA
MARIPAU WEALTH MANAGEMENT LLC · Danvers, MA
COMMONWEALTH FINANCIAL NETWORK · Danvers, MA
MARIPAU WEALTH MANAGEMENT LLC · Danvers, MA

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