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747 Washington Street, Holliston, MA 01746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| MA | RA | APPROVED | 2018-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Brookefield | CT | 01/2009 | 03/2019 |
| Main Effort Financial, Inc. | Holliston | MA | 10/2018 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Holliston | MA | 09/2019 | 11/2021 |
1. Department of Youth and Family Services. Non-Investment Related. 1750 Washington St, suite 6, Holliston, MA 01746. Town Government organization providing counseling and guidance services to the community. Board Member. Start 2/2018. 2hrs/mo, none during trading hours. Board member. 2. Money & The Law (Radio Show). Non-investment related. 770 Washington St, Suite 6, Holliston, MA 01746. Educational and entertaining show discussing legal and financial topics. Co-Host. Start 6/2013. 8hrs/mo, 4hr during trading hours. Educational and entertainment show. 3. Holliston Community Action Fund. Non-Investment Related. 770 Washington St, Suite 6, Holliston, MA 01746. 501(c)3 non-profit providing charitable need based grants and community support. President. Start 9/2018. 20hrs/mo, 0 during trading hours. Oversee activities of organization. 4. Holliston Cable Access TV. Non-Investment Related. 370 Hollis St, Holliston, MA 01746. 501(c)3 non-profit providing local television programming. Board member. Start 1/2018. 10hrs/mo, 2hrs during trading hours. Board member. 5. Downtown 747 Washington Street, LLC. Non-investment related. 747 Washington Street, Holliston, MA 01746. Building Owner. Start 7/2023. 20 hrs/mo. Owns and manages a commercial property, receives rent from the property's tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-15 |
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