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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-20 |
| MA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lamb, Mason, Bulger & Co, P.C. | West Chatham | MA | 11/2002 | Present |
| 1St Global Capital Corp. | West Chatham | MA | 09/1999 | 10/2019 |
| 1St Global Advisors, Inc. | West Chatham | MA | 01/2000 | 10/2019 |
| Avantax Insurance Services, Inc. | West Chatham | MA | 07/2007 | 09/2025 |
| Avantax Advisory Services | West Chatham | MA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | West Chatham | MA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Chatham | MA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
RENTAL PROPERTY POSITION: OWNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 ADDRESS: West Chatham MA, United States DESCRIPTION: Rental real estate 2) LAMB, MASON, BULGER & CO, P.C.; CPA-PRINCIPAL; NIR; 11/01/2002;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-29 |
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