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352 Park Street West 206, North Reading, MA 01864 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-01-24 |
Branch Locations
352 Park Street West 206, North Reading, MA 01864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Slip 14 | Nantucket | MA | 06/2014 | 09/2016 |
| Gallugi Wealth Management, Llc | North Reading | MA | 02/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2021 | 09/2024 |
| Michael J. Gallugi, Cpa | North Reading | MA | 09/2014 | Present |
1. Licensed Insurance Professional; same address; less than 5% of business time. 2. Michael J. Gallugi CPA; non investment related; same address; tax and accounting services; 09/2014; 70% of time per month; provide tax and accounting services to clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-10 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-12 |
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