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9 Pond Lane Suite 3A, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twelve Points Wealth Management | Concord | MA | 06/2014 | 03/2018 |
| Twelve Points Wealth Management | Concord | MA | 04/2018 | 08/2021 |
| Unemployed | Billerica | MA | 09/2021 | 12/2021 |
| Palo Alto Wealth Management | Palo Alto | CA | 01/2022 | 04/2022 |
| Director Of Alternatives, Llc | Billerica | MA | 05/2022 | Present |
| Twelve Points Wealth Management | Billerica | MA | 06/2024 | Present |
Name of other business: Director of Alternatives, LLC; Is business Investment related: Yes; Address of other business: Billerica, MA; Nature of other business: Alternative Investment Consulting for RIA's; Your position: Founder; Start date of relationship: 05/2022; Approx. # of hours /month devote to other business: 250; Number of hours devoted to other business during securities trading hours: 130; Briefly describe duties: Investment Research & Consulting.
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