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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-28 |
Branch Locations
7-57 Wells Avenue Suite 21, Newton, MA 02459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gorham Bike And Ski | Kennebunk | ME | 07/2016 | 08/2023 |
| Wandby Landing | Kennebunk | ME | 08/2023 | 07/2025 |
| Subzero Supplements, Llc | Kennebunk | ME | 10/2021 | 11/2022 |
| The Lost Fire - Grill And Bar | Cape Porpoise | ME | 05/2020 | 10/2021 |
| Quest Fitness | Kennebunk | ME | 08/2022 | 06/2023 |
| Student | Kennebunk | ME | 01/2014 | 05/2020 |
| Salem Advisory Group | Wells | ME | 09/2023 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | Present |
| Tilton Wealth Management | Waltham | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-25 |
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