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40 Washington Street Suite 210, Wellesley, MA 02481 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2024-03-29 |
Branch Locations
65 Main Street, Lakeville, MA 02341 • United States
40 Washington Street Suite 210, Wellesley, MA 02481 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Patriot Financial Group | Westborough | MA | 09/2020 | 09/2023 |
| Parent & Bernier, Inc. | Lakeville | MA | 01/2011 | Present |
| Savior Wealth | Lakeville | MA | 03/2024 | Present |
Parent & Bernier, Inc., not investment related, 65 Main St. Lakeville, MA 02347, accounting firm, president and accountant, start date 01/2011, 135 hours per month dedicated to this position, 135 hours per month during securities trading hours. Duties include preparation of income tax forms for individuals, corporations, partnerships, non-profits and trusts.
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