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Current Employers
Stage Harbor Financial

100 Lowder Brook Drive Suite #2500, Westwood, MA 02090 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-06-29
  • MA RA
    APPROVED
    Since 2018-06-29

Branch Locations

100 Lowder Brook Drive Suite #2500, Westwood, MA 02090 • United States

Hennessy Financial Services

Medford, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-12-03
  • MA RA
    APPROVED
    Since 2014-12-03

Branch Locations

Medford, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hennessy Financial Services Medford MA 10/2014 Present
Mass General Hospital Boston MA 06/2014 08/2017
Stage Harbor Financial, Llc Needham MA 06/2018 Present
Stage Harbor Financial, Llc Needham MA 02/2018 06/2018
  • 10/2014 → Present
    Medford, MA
  • 06/2014 → 08/2017
    Mass General Hospital
    Boston, MA
  • 06/2018 → Present
    Stage Harbor Financial, Llc
    Needham, MA
  • 02/2018 → 06/2018
    Stage Harbor Financial, Llc
    Needham, MA
Previous Registrations
  • 2014-07-16 → 2014-12-26
    Hennessy Financial Services
    Melrose, MA
  • 2011-06-10 → 2014-06-20
    Wellesley, MA
Other Businesses

Hennessy Financial Services - 59 Bowdoin Street Medford, MA 02155 - Owner-Financial Planning\occasional tax prep - 25 hrs a month Stage Harbor Financial, LLC - 197 First Ave., Suite 220, Needham, MA 02494 - Investment Advisor and Operational - 85% of time. Notary Public of Massachusetts

Designations

View on SEC IAPD

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