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7 Bulfinch Place Suite 302, Boston, MA 02114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-10 |
| MA | RA | APPROVED | 2021-06-02 |
Branch Locations
7 Bulfinch Place Suite 302, Boston, MA 02114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Connecticut | Storrs | CT | 08/2016 | 05/2021 |
| Uconn Athletics Facilities And Operations | Storrs | CT | 02/2017 | 03/2020 |
| Guilford Yacht Club | Guilford | CT | 06/2017 | 08/2017 |
| Keenan Financial | Boston | MA | 06/2021 | 08/2025 |
| Keenan Financial | Guilford | CT | 09/2025 | Present |
| Keenan Financial Insurance Agency Services Llc | Boston | MA | 04/2021 | 08/2025 |
| Keenan Financial Insurance Agency Services Llc | Guilford | CT | 09/2025 | Present |
Insurance license; investment-related; same address; Insurance; Agent; Start Date: 04/2021; 5 hours per month, none during securities trading hours; life, accident, and health insurance product sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-01 |
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