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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-08-13 |
| TX | RA | APPROVED_RES | 2022-01-24 |
Branch Locations
70 Wells Avenue Suite 202, Newton, MA 02459 • United States
Berwick, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc | Needham Heights | MA | 10/2014 | 11/2018 |
| Royal Alliance Associates, Inc. | Needham Heights | MA | 11/2018 | 03/2019 |
| Massmutual Life Insurance Company | Newton | MA | 02/2019 | Present |
| Mml Investors Services, Llc | Newton | MA | 03/2019 | Present |
| Centennial Financial Group | Needham Heights | MA | 08/2014 | 03/2019 |
(1) NAME: VESTA INV REL: N ADDR: 325 SPEEN ST, NATICK, MA NATURE: DIVORCE MARKETING FIRM POSITION: OWNERSHIP START: 2/23/2019 NO HRS/MO: 30 NO HRS/MO DUR TRADING: 5. (2) NAME: STRATEGIC DIVORCE PLANNING INV REL: N ADDR: 180 WELLS AVE, #300, NEWTON, MA 02459 NATURE: DIVORCE SERVICES FIRM POSITION: SALES, OWNERSHIP START: 3/1/2019 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 20.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-27 |
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