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61 Boyden Rd. Suite 2, Holden, MA 01520 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-16 |
| MA | RA | APPROVED | 2022-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2016 | 12/2021 |
| The Colony Group | Concord | NH | 01/2022 | 03/2022 |
| J. R. Prunier Capital Management Llc | Paxton | MA | 04/2022 | Present |
1) Board of Directors - Wachusett Area Chamber of Commerce (No Compensation) ; Laurel Lake Association Board of Directors (No Compensation) 2) Jeffrey Prunier - Speaker/Consultant; Location: Varies: Start Date: 10/01/2022; Hours per month outside trading hours: 5; Description: Speaking on RIA industry trends and differentiators.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-29 |
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