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651 Orchard St. Suite 204 A, New Bedford, MA 02744 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-03-14 |
Branch Locations
651 Orchard St. Suite 204 A, New Bedford, MA 02744 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc | New Bedford | MA | 05/2008 | 02/2018 |
| Ccm Investment Management, Llc | New Bedford | MA | 01/2018 | Present |
| Integrated Insurance Services, Inc. | New Bedford | MA | 03/2019 | Present |
* Integrated Insurance Services, Inc. * Investment Related (non-variable insurance) * 651 Orchard St. Suite 204A, New Bedford, MA 02744 * Insurance Brokerage * Owner * Start date: 3/2019 * Time spent is negligible. Approximately 1 hour per year. * This business receives "trail" insurance commissions for non-variable insurance policies sold before I became the owner in 2019. This business does not engage in the sale of new policies. * I have no duties other than maintaining proper licenses and filing annual taxes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-26 |
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