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100 Conifer Hill Drive Bldg. 409-412, Suite 411, Danvers, MA 01923 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
| NH | RA | APPROVED | 2024-06-27 |
Branch Locations
100 Conifer Hill Drive Bldg. 409-412, Suite 411, Danvers, MA 01923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paramount Financial | Danvers | MA | 05/2024 | Present |
| Paramount Financial | Danvers | MA | 02/2022 | 05/2024 |
| Dwb Tax And Insurance Services Llc | Danvers | MA | 08/2022 | Present |
| Exp Realty | Englewood | CO | 11/2020 | 12/2022 |
| Keller Williams Realty | Centennial | CO | 06/2019 | 11/2020 |
| Garden Terrace Alzheimer'S Center Of Excellence | Aurora | CO | 08/2014 | 08/2021 |
DWB TAX AND INSURANCE SERVICES LLC; INVESTMENT RELATED; INSURANCE AGENT/FACILITATOR ; START DATE 08/2022; DANVERS, MA; APPROXIMATELY 10% OF TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-05 |
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