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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-02-19 |
Branch Locations
73 Princeton St Suite 312, North Chelmsford, MA 01863-1585 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
136 Rt. 101-A, Amherst, NH 03031-2209 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
36 Main Street, Hubbardston, MA 01452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookhaven At Lexington | Lexington | MA | 11/2010 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 06/2011 | Present |
| Proulx Family Financial | Lexington | MA | 10/2018 | Present |
1. CodyQ, LLC, 967 Ethan Allen Highway, Ridgefield, CT 06877. Corp/Consulting Services/non-investment related/salary/24hrs a month during non-securities hrs. 2. Proulx Family Financial, since 10/01/2018, Owner, Tax Preparation and Bookkeeping. Non-investment related, 41-60% time spent on activity during securities hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-07 |
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