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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-02-09 |
Branch Locations
4755 East Bay Drive, Clearwater, FL 33764 • United States
275 Washington Street Suite 110, Newton, MA 02458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Needham | MA | 01/2015 | 02/2018 |
| Park Avenue Securities | Needham | MA | 04/2015 | 02/2018 |
| Keenan Financial | Boston | MA | 02/2018 | 12/2020 |
| Lion Street Financial | Newton | MA | 01/2021 | Present |
| Lion Street Advisors | Newton | MA | 01/2021 | Present |
| Csenge Advisory Group | Clearwater | FL | 01/2021 | Present |
| Sapers & Wallack | Newton | MA | 12/2020 | Present |
| Integrity Alliance, Llc. | Newton | MA | 11/2025 | 01/2026 |
CSENGE ADVISORY GROUP POSITION: Advisors NATURE: Using them as a conduit to access the Fidelity Platform INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2021 ADDRESS: 4755 East Bay Drive, Clearwater FL 33764, United States DESCRIPTION: Financial Advisor ANDREW MACDOUGALL POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2020 ADDRESS: 14 Archer Lane, LYNNFIELD MA 01940, United States DESCRIPTION: Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-29 |
| S66 | Uniform Combined State Law Examination | 2015-06-19 |
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