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Allen, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-26 |
| MD | RA | APPROVED | 2024-04-29 |
| TX | RA | APPROVED | 2024-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exemplar Wealth Partners | Hingham | MA | 03/2024 | 09/2024 |
| Volunteer In Hingham Town Government | Hingham | MA | 07/2006 | 02/2024 |
| Exemplar Wealth Partners | Hingham | MA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
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