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Advisor at WINTHROP WEALTH
BOSTON, MA | WAKEFIELD, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WINTHROP WEALTH | Independent wealth | Oct 16, 2017 | n/a | yes | BOSTON, MA|WAKEFIELD, MA | Current employment |
| CHOREO, LLC | Independent wealth | May 23, 2012 | Jan 9, 2015 | no | BOSTON, MA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 5, 2006 | Dec 20, 2024 | no | WAKEFIELD, MA|WESTBOROUGH, MA|CHARLESTOWN, MA|WAKEFIELD, MA | Previous registration |
| CATURANO WEALTH MANAGEMENT, LLC | n/a | Oct 26, 1999 | Sep 14, 2010 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | CHOREO, LLC | Dec 20, 2024 | May 23, 2012 | -4,594 | Firm change after gap | Other |
| CHOREO, LLC | WINTHROP WEALTH | Jan 9, 2015 | Oct 16, 2017 | 1,011 | Firm change after gap | Other |
| CATURANO WEALTH MANAGEMENT, LLC | LPL FINANCIAL LLC | Sep 14, 2010 | Sep 5, 2006 | -1,470 | Firm change after gap | Other |