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55 West Street Suite 201, Walpole, MA 02081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Boston | MA | 03/2006 | 08/2021 |
| Mml Investors Services | Boston | MA | 03/2006 | 08/2021 |
| Allstate Insurance Company | Sandwich | MA | 08/2021 | 10/2021 |
| Securities America, Inc | Westborough | MA | 10/2021 | 12/2022 |
| The Patriot Financial Group, Llc | Westborough | MA | 10/2021 | Present |
| The Patriot Financial Group Insurance Agency, Llc | Westboro | MA | 10/2021 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2022 | Present |
1) THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA THE PATRIOT FINANCIAL GROUP, REGISTERED INVESTMENT ADVISER, EXECUTIVE VICE PRESIDENT COMPLIANCE AND OPERATIONS, 60H/WEEK, 40H/WEEK DURING TRADING HOURS, SINCE 10/2021 2) JON LORANGER, FIXED INSURANCE, NOT INVESTMENT RELATED, CARVER, MA, LIFE, HEALTH, DISABILITY, ANNUITIES, LONG-TERM CARE, PROPERTY AND CASUALTY, SINCE 11/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-29 |
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