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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MA | RA | APPROVED | 2010-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karampatsos Tax Service | Williamstown | MA | 11/2009 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2010 | Present |
| Mountainone Bank Dba Mountainone Investment Group | Williamstown | MA | 06/2010 | 11/2022 |
| Karampatsos & Associates, Llc | Williamstown | MA | 11/2022 | Present |
1. Enrolled Agent - Tax Preparation, General Accounting, and Payroll processing through Karampatsos Tax Service; Located in Williamstown, MA; as of 2/01/2018; 0% time spent during business hours; Not conducted at branch; Not investment related. 2. Fixed insurance sales; as of 1999; 5% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-Owner, Karampatsos & Associates, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 10/14/2022; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-17 |
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