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161 Main Street, Dalton, MA 01226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2010 | 05/2025 |
| Mountainone Bank Dba Mountainone Investment Group | North Adams | MA | 06/2010 | 05/2025 |
| Berkshire Money Management, Inc. | Dalton | MA | 09/2025 | Present |
| Unemployed | Stamford | VT | 05/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-09 |
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