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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-15 |
| TX | RA | APPROVED_RES | 2019-07-30 |
| MA | RA | APPROVED | 2018-11-02 |
| RI | RA | APPROVED | 2018-11-02 |
Branch Locations
301 Edgewater Place Suite 306, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 05/1986 | 11/2018 |
| Osaic Wealth, Inc. | Andover | MA | 11/2018 | Present |
1. RENTAL PROPERTY OWNER POSITION: Owner NATURE: Real Estate LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 4 Columbia Road, Wakefield MA 01880, United States DESCRIPTION: Property Owner/ Manager 2. BOSTON PARTNERS WEALTH MANAGEMENT, LLC POSITION: Managing Partner/Financial Advisor NATURE: Insurance broker, Life Annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 10/18/2022 ADDRESS: 301 Edgewater Place, Suite 116, Wakefield MA 01880, United States DESCRIPTION: Insurance Broker 3. BOSTON PARTNERS WEALTH MANAGEMENT, LLC (NEW DBA) POSITION: Managing Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 12/19/1985 ADDRESS: 301 Edgewater Place, Suite 116, Wakefield MA 01880, United States DESCRIPTION: Provide a high level of client care with a focus on wealth management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-10 |
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