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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2007-04-30 |
Branch Locations
67 North Main Street, Randolph, MA 02368 • United States
557 Washington, Canton, MA 02021 • United States
490 Turnpike Street, Canton, MA 02021 • United States
60 Mcgrath Highway, Quincy, MA 02169 • United States
259 Turnpike St, Canton, MA 02021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinex Investments, Inc. | Fall River | MA | 04/2007 | Present |
| Bank Of Canton | Canton | MA | 01/2008 | Present |
1.)BOC - LIFE SOLUTIONS - 557 WASHINGTON ST, CANTON, MA 02021- ESTATE PLANNING - YES, INVESTMENT RELATED - AVP - 1/2012, I WILL BE AVAILABLE ALMOST ALL MARKET HOURS IF NEEDED, ESTATE PLAN SALES/CROSS SELL TO FINANCIAL SERVICES REP., CROSS SELL FINAL EXPENSE TRUST (FUNERAL TRUST) AND IRROVACABLE LIFE INSURANCE TRUSTS TO GO WITH ESTATE PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-27 |
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