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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2015-12-07 |
| MA | RA | APPROVED | 2006-05-03 |
Branch Locations
66 West Street 2Nd Floor, Pittsfield, MA 01201 • United States
244 Main Street, Great Barrington, MA 01230 • United States
31 Court St., Westfield, MA 01085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkshirebanc Investment Services | Pittsfield | MA | 04/2006 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2006 | Present |
Fixed insurance sales; as of 2006; 3% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-08 |
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