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Neil Joseph Tremblay

Twelve Points Wealth Management

Concord, MA

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Current Employers
Twelve Points Wealth Management

9 Pond Lane Suite 3A, Concord, MA 01742 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-24
  • MA RA
    APPROVED
    Since 2024-12-24

Branch Locations

9 Pond Lane Suite 3A, Concord, MA 01742 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Timescale Financial/Onedigital Danvers MA 10/2014 03/2023
Unemployed Wayland MA 04/2023 09/2024
Twelve Points Wealth Management Concord MA 09/2024 Present
  • 10/2014 → 03/2023
    Timescale Financial/Onedigital
    Danvers, MA
  • 04/2023 → 09/2024
    Unemployed
    Wayland, MA
  • 09/2024 → Present
    Concord, MA
Previous Registrations
  • 2015-05-20 → 2023-04-05
    Timescale Financial, Inc.
    Danvers, MA
    Newton, MA
  • 2022-07-21 → 2023-04-03
    Danvers, MA
    Overland Park, KS
  • 2015-03-09 → 2016-09-08
    Danvers, MA
    Newton, MA
    Danvers, MA
Other Businesses

Name of other business: RMHC New England; Is business Investment related: Yes; Address of other business: 250 1st Avenue, Boston, MA 02129; Nature of other business: Non-profit organization; Your position: Investment Committee Member; Start date of relationship: 03/25/2026; Approx. # of hours /month devote to other business: <1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Assist in the oversight of foundation asset pool;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-02
S63 Uniform Securities Agent State Law Examination 2010-08-09
  • S66 Uniform Combined State Law Examination
    2015-03-02
  • S63 Uniform Securities Agent State Law Examination
    2010-08-09

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