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713 East Street, Walpole, MA 02081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 12/2015 | 10/2019 |
| Ohio National Financial Services | Cincinnati | OH | 05/2009 | 10/2019 |
| Statera Financial, Llc | Walpole | MA | 10/2019 | Present |
1)Charter Financial; DBA Statera;yes investment related; 713 East Street, Suite 201, Walpole MA 02081; broker/ manager; 01/01/2010-present; 40 hours/month (20 during market hours); sale of life, disability, LTC and health insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-23 |
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