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1400 Computer Drive, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 07/1989 | 03/2018 |
| Aspencross Wealth Management, Inc. | Westborough | MA | 03/2018 | Present |
| Triad Advisors | Norcross | GA | 03/2018 | 03/2020 |
1)Finivi,Inc;investment related;1400 Computer Drive,Westborough,MA 01581;registered investment advisor,insurance brokerage;part owner,IAR,financial planner;10/16/2018;120 hrs/month;6 hrs during trading;provides investment advice,financial planning & consulting,insurance broker-fixed insurance products,life,disability,LTC,etc 2)iPolicyQuote,Inc;investment related;1400 Computer Drive,Westborough,MA 01581;insurance brokerage;part owner;3/2014;.5 hrs during trading;0 hrs during trading;administrative duties,insurance broker-fixed insurance products,life,disability,ltc,etc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-22 |
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