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1492 Highland Ave. Suite 9, Needham, MA 02492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-04-24 |
Branch Locations
1492 Highland Avenue Suite 9, Needham, MA 02492 • United States
Concord, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Waltham | MA | 12/2010 | 11/2016 |
| Tiaa | Waltham | MA | 12/2010 | 11/2016 |
| Pinnacle Pension Consultants Llc | Needham | MA | 11/2017 | 02/2020 |
| Unemployed | Concord | MA | 11/2016 | 10/2017 |
| Planpilot | Concord | MA | 02/2020 | 03/2022 |
| Pinnacle Pension Consultants Llc | Needham | MA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-28 |
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