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9 Pond Lane Suite 3A, Concord, MA 01742 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-09 |
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