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75 Second Ave. Suite 605, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-04-16 |
| MA | RA | APPROVED | 2015-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Newton | MA | 10/1998 | Present |
| The Sher Wealth Management Group | Newton | MA | 12/2014 | Present |
1 - 08/03/2016: The Sher Wealth Management Group - Registered Investment Advisor Hybrid - DBA: (Hybrid) The Sher Wealth Management Group - INV REL - At Reported Business Location(s) - Started 03/09/2015 - 160 Hr/Mo; 3250 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-20 |
| S65 | Uniform Investment Adviser Law Examination | 1998-04-13 |
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