RIA Intelligence

Business email

bparks@altawealthadvisors.comreportedaltawealthadvisors.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• A••• W••••• A••••••• L•• independent RIA current
  since Apr 30, 2018 · Woburn, Ma
• P••••••• P•••••• W•••••• L•• former
  Jun 1, 2017 to May 23, 2018 · Burlington, Ma
• S•••••••• S••••••••• BD affiliated
  Sep 26, 2012 to May 15, 2013 · Chelmsford, Ma
• L•• F•••••••• L•• BD affiliated
  May 5, 2011 to Sep 19, 2012 · Lowell, Ma

• P••••••• P•••••• W•••••• L•• to A••• W••••• A••••••• L••
  left May 23, 2018, registered Apr 30, 2018 (-23 days) · RIA to a newly registered adviser · moved with a team
• S•••••••• S••••••••• to P••••••• P•••••• W•••••• L••
  left May 15, 2013, registered Jun 1, 2017 (1478 days) · Other
• L•• F•••••••• L•• to S•••••••• S•••••••••
  left Sep 19, 2012, registered Sep 26, 2012 (7 days) · corporate re-registration, not a move

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

18derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address