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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-01 |
Branch Locations
400 Main Street, Greenfield, MA 01302 • United States
1 Sierra Vista Boulevard, Easthampton, MA 01027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2020 | 01/2022 |
| Northampton Radio Group/Saga Communications | Northampton | MA | 01/2018 | 02/2020 |
| Organic Trade Association | Brattleboro | VT | 12/2011 | 12/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | 06/2022 |
| Commonwealth Financial Network | Waltham | MA | 06/2022 | 04/2026 |
| Curran And Keegan Financial | Hadley | MA | 01/2022 | 06/2022 |
| Curran And Keegan Financial | Hadley | MA | 06/2022 | 04/2026 |
| Curran And Keegan A Shorepoint Advisory Group Company | Hadley | MA | 11/2025 | 04/2026 |
| Osaic Institutions, Inc. | Meriden | CT | 04/2026 | Present |
| Greenfield Savings Bank | Greenfield | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-16 |
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