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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-11-15 |
Branch Locations
538 Preston Avenue, Meriden, CT 06450-4858 • UNITED STATES
465 Shrewsbury St, Worcester, MA 01604 • United States
56 Common Street, Barre, MA 01005 • United States
9 Leominster Connector, Leominster, MA 01453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Bank | Worcester | MA | 09/2012 | Present |
| Infinex Investments, Inc. | Worcester | MA | 09/2012 | Present |
1.)(ACTIVITY) ALL SAINTS CHURCH, WORCESTER, MA. CHAIR, INVESTMENTS COMMITTEE. IS INVESTMENT RELATED. INVOLVED 1 HOUR PER MONTH. NO COMPENSATION, STARTED 2003 2.) TOWN OF BOYLSTON FINANCE COMMITTEE, BOYLSTON, MA. REVIEW BUDGETS AND MAKE RECOMMENDATIONS TO SELECTMEN FOR ANNUAL REPORT. NOT INVESTMENT RELATED. COMMITTEE MEMBER. STARTED 2002. APPROX 2 HOURS PER MONTH. NONE DURING TRADING HOURS. ATTEND MEETINGS, REVIEW DATA. SERVICE TO THE TOWN. 3.) Icon Museum & Study Center. Museum, non profit. Treasurer ans chair of the investment committee. Staring Dec 2024. Approx 3 hours per month. 4.) Music Worcester. Not investment related. Music/Dance Presenting Organization, non profit. Nov 2024. Board position. Chair of the investment committee. Approx 5 hours per month. 5.) C RICHARD AND OLIVE J BROSE HIE HILL FOUNDATION BOYLSTON, MA 01505. CHARITABLE FOUNDATION (FAMILY) TO MANAGE ASSETS AND DISTRIBUTE GIFTS TO CHARITIES OVER TIME. PRESIDENT/TREASURER. STARTED IN 2008. APPROX 8 HOURS PER MONTH - NONE DURING TRADING HOURS. RECEIVE A STIPEND AS PRESIDENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-22 |
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