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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED_RES | 2024-11-28 |
Branch Locations
1309 Beacon St 2Nd Floor, Brookline, MA 02446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookline Bank | Brookline | MA | 06/2010 | 11/2024 |
| Infinex Investments, Inc. | Brookline | MA | 06/2010 | 11/2024 |
| Cetera Advisors Llc | St Cloud | MN | 11/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2024 | Present |
| Coolidge Wealth Management | Brookline | MA | 11/2024 | Present |
1. NAME OF OTHER BUSINESS: READ FAMILY TRUST INVESTMENT RELATED: NO ADDRESS: MANCHESTER, NH NATURE OF BUSINESS: REAL ESTATE START DATE: 08/2004 POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE (4) UNIT APARTMENT BUILDING- MAINTENANCE, UP-KEEP, AND COLLECT RENTS 2. NAME OF OTHER BUSINESS: JENNIFER HARNEY-READ INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY START DATE: 08/2024 POSITION/TITLE/RELATIONSHIP: NOTARY APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: NOTARY FOR UNRELATED TO SECURITIES BUSINESS & UNPAID SERVICES 3. NAME OF OTHER BUSINESS: COOLIDGE WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: PRESIDENT/ FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-09 |
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